GraphQL API Reference

Reads and writes for data.

API Endpoints
# Staging:
https://api.test.athennian.com/graphql
# Production:
https://api.athennian.com/graphql
Headers
# This is an example API key created in the application.
x-api-key: e41b4922-c6db-4d5f-b8dd-dfedc72f6a46+123456789

Creating an API key

Please visit our Help Center for API key setup instructions, etc.

Documents API (REST)

Download Document

GET
/download-document/:attachmentId
Get the document file

Headers:

Name Type Description

x-api-key

string Your x-api-key

Arguments:

Name Type Description

attachmentId

string id of attachment (document)

Response:

Document itself

Upload Documents

POST
/upload-documents
Upload files to a person or entity

Headers:

Name Type Description

x-api-key

string Your x-api-key

Content-Type

string multipart/form-data

Arguments:

Name Type Description

recordId

string id of person or entity

recordType

string must be 'person' or 'entity'

file

File file itself

isMinuteBookUpload

boolean uploads the file to minute book (available only for entity)

Important validation cases

  • recordId and recordType are required.
  • the id has to be valid
  • the person/entity has to exist
  • the api key has to have access to the person/entity
  • the request body has to have at least one file
  • the request body can’t have more that 20 file
  • the files can’t be more that 50 MB
  • the files have to have the same type as the ones allowed by MIME types

MIME types, that allowed for uploading documents:

  • application/msword,
  • application/vnd.openxmlformats-officedocument.wordprocessingml.document,
  • application/vnd.ms-word.document.macroenabled.12,
  • application/vnd.oasis.opendocument.text,
  • application/octet-stream,
  • application/vnd.openxmlformats-officedocument.spreadsheetml.sheet,
  • application/vnd.openxmlformats-officedocument.presentationml.presentation,
  • image/png,
  • image/jpeg,
  • application/xml,
  • application/pdf

Responses:

All documents are fine:
{
    "documents": [
        {
            "name": "myDocument",
            "createdDate": "2024-01-01T00:00:00.000Z",
            "fileType": "pdf",
            "attachmentId": "123abc"
        }
    ],
    "type": "OK"
}
Example, when 1 or more documents are failed:
{
    "documents": [
        {
            "name": "myDocument",
            "createdDate": "2024-01-01T00:00:00.000Z",
            "fileType": "pdf",
            "attachmentId": "123abc"
        }
    ],
    "errors": [
        {
            "err": "Error processing fields from \"myDocument-2\"",
            "msg": "ERROR - Detecting PDF fields",
            "status": 400
        }
    ],
    "type": "OK"
}
Example, when upload is failed:
{
    "type": "ERR",
    "msg": "ERROR - Document could not be uploaded",
    "err": "No files provided",
    "errCode": 400
}
Example, when file is too big:
{
    "documents": [],
    "errors": [
        {
            "message": "File myDocument.pdf exceeds filesize limit of 50 MB",
            "status": 400
        }
    ],
    "type": "OK"
}

Queries

accessGroups

Response

Returns [AccessGroup]

Arguments
Name Description
options - AccessGroupsOptions

Example

Query
query accessGroups($options: AccessGroupsOptions) {
  accessGroups(options: $options) {
    id
    name
    status
    recordsCount
    createdDate
    createdBy
    archivedDate
    archivedBy
    modifiedDate
  }
}
Variables
{"options": AccessGroupsOptions}
Response
{
  "data": {
    "accessGroups": [
      {
        "id": 4,
        "name": "xyz789",
        "status": "abc123",
        "recordsCount": 123,
        "createdDate": "abc123",
        "createdBy": "abc123",
        "archivedDate": "xyz789",
        "archivedBy": "abc123",
        "modifiedDate": "abc123"
      }
    ]
  }
}

addresses

Description

A List of addresses available to the user

Response

Returns [Address]!

Arguments
Name Description
options - AddressesOptions!

Example

Query
query addresses($options: AddressesOptions!) {
  addresses(options: $options) {
    owner {
      ...AddressOwnerFragment
    }
    containerId
    id
    name
    locationType
    customLocationType {
      ...CustomLocationTypeFragment
    }
    city
    provinceState
    country
    postalZip
    status
    components {
      ...AddressComponentFragment
    }
    communications {
      ...AddressCommunicationFragment
    }
    notes
    effectiveDate
    endDate
  }
}
Variables
{"options": AddressesOptions}
Response
{
  "data": {
    "addresses": [
      {
        "owner": AddressOwner,
        "containerId": "xyz789",
        "id": "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9",
        "name": "abc123",
        "locationType": "BUSINESS",
        "customLocationType": CustomLocationType,
        "city": "xyz789",
        "provinceState": "abc123",
        "country": "abc123",
        "postalZip": "abc123",
        "status": "INACTIVE",
        "components": [AddressComponent],
        "communications": [AddressCommunication],
        "notes": "xyz789",
        "effectiveDate": "2007-12-03",
        "endDate": "2007-12-03"
      }
    ]
  }
}

addressesCustomFields

Description

A List of custom address fields available to the type OTHER

Response

Returns [AddressCustomField]

Example

Query
query addressesCustomFields {
  addressesCustomFields {
    id
    kind
    status
    name
    createdDate
    modifiedDate
  }
}
Response
{
  "data": {
    "addressesCustomFields": [
      {
        "id": "xyz789",
        "kind": "xyz789",
        "status": "abc123",
        "name": "abc123",
        "createdDate": "2007-12-03T10:15:30Z",
        "modifiedDate": "2007-12-03T10:15:30Z"
      }
    ]
  }
}

affiliations

Description

A List of affiliations available to the user

Response

Returns [Affiliation]

Arguments
Name Description
options - affiliationOptions

Example

Query
query affiliations($options: affiliationOptions) {
  affiliations(options: $options) {
    id
    status
    computedStatus
    inactiveReason
    interestDesc
    startDate
    endDate
    title
    customTitle
    customTitleId
    role
    staticTitle
    officeOther
    directorOther
    registrationUID
    target {
      ...ProfileFragment
    }
    participant {
      ...ProfileFragment
    }
    communications
    note
    addresses {
      ...AffiliationAddressFragment
    }
    registration {
      ...RegistrationFragment
    }
  }
}
Variables
{"options": affiliationOptions}
Response
{
  "data": {
    "affiliations": [
      {
        "id": "4",
        "status": "abc123",
        "computedStatus": "xyz789",
        "inactiveReason": "abc123",
        "interestDesc": "xyz789",
        "startDate": "2007-12-03",
        "endDate": "2007-12-03",
        "title": "abc123",
        "customTitle": "xyz789",
        "customTitleId": "4",
        "role": "xyz789",
        "staticTitle": "abc123",
        "officeOther": "abc123",
        "directorOther": "abc123",
        "registrationUID": "xyz789",
        "target": Profile,
        "participant": Profile,
        "communications": ["xyz789"],
        "note": "xyz789",
        "addresses": [AffiliationAddress],
        "registration": Registration
      }
    ]
  }
}

customDropdown

Description

@deprecated Use addressesCustomFields query instead of customDropdown. The query will be removed after Dec 1, 2024.

Response

Returns [CustomDropDownType]

Arguments
Name Description
options - CustomDropDownOptions!

Example

Query
query customDropdown($options: CustomDropDownOptions!) {
  customDropdown(options: $options) {
    id
    name
    kind
    createdDate
    modifiedDate
  }
}
Variables
{"options": CustomDropDownOptions}
Response
{
  "data": {
    "customDropdown": [
      {
        "id": "4",
        "name": "abc123",
        "kind": "xyz789",
        "createdDate": "xyz789",
        "modifiedDate": "xyz789"
      }
    ]
  }
}

documents

Description

A List of documents available to the user

Response

Returns [Directory]!

Arguments
Name Description
options - DocumentOptions!

Example

Query
query documents($options: DocumentOptions!) {
  documents(options: $options) {
    ... on Document {
      ...DocumentFragment
    }
    ... on Folder {
      ...FolderFragment
    }
  }
}
Variables
{"options": DocumentOptions}
Response
{"data": {"documents": [Document]}}

documentsMinuteBook

Description

A List of minute book documents available to the user

Response

Returns [Directory]!

Arguments
Name Description
options - DocumentMinuteBookOptions!

Example

Query
query documentsMinuteBook($options: DocumentMinuteBookOptions!) {
  documentsMinuteBook(options: $options) {
    ... on Document {
      ...DocumentFragment
    }
    ... on Folder {
      ...FolderFragment
    }
  }
}
Variables
{"options": DocumentMinuteBookOptions}
Response
{"data": {"documentsMinuteBook": [Document]}}

efile_orders

Response

Returns [EFileOrder]

Arguments
Name Description
options - efileOptions

Example

Query
query efile_orders($options: efileOptions) {
  efile_orders(options: $options) {
    id
    orderDate
    clientMatterNumber
    user
    companyName
    serviceCode
    description
    orderNumber
    responsibleOffice
    governmentFee
    efileItemSubtotal
    taskTags
    taskDetails
  }
}
Variables
{"options": efileOptions}
Response
{
  "data": {
    "efile_orders": [
      {
        "id": 4,
        "orderDate": "abc123",
        "clientMatterNumber": "abc123",
        "user": "xyz789",
        "companyName": "abc123",
        "serviceCode": "abc123",
        "description": "abc123",
        "orderNumber": "abc123",
        "responsibleOffice": "xyz789",
        "governmentFee": "abc123",
        "efileItemSubtotal": "xyz789",
        "taskTags": ["abc123"],
        "taskDetails": "xyz789"
      }
    ]
  }
}

entities

Description

A List of entities available to the user

Response

Returns [Entity]

Arguments
Name Description
options - entityQueryOptions

Example

Query
query entities($options: entityQueryOptions) {
  entities(options: $options) {
    name
    id
    authShareCapital
    bankingAuthority
    bringForwardHomeMonthDay
    bringForwardHomeYear
    bringForwardResolutionMonthDay
    bringForwardResolutionYear
    bylaws {
      ...BylawFragment
    }
    bylawsNotes
    cancellationDate
    prevNames {
      ...EntityPrevNameFragment
    }
    cancellationMemo
    certificateAuthority
    createdDate
    clientNumber
    communications {
      ...EntityCommunicationFragment
    }
    country
    county
    corporateSeal
    creation
    currencyPrecision
    customDate
    customFields {
      ...CustomFieldFragment
    }
    defaultCurrency
    directorCastingVote
    directorPowersRestricted
    directorQuorum
    directorTeleVideo
    directorsMax
    directorsMin
    documentNumber
    duplicateMinutebook
    electronicFiling
    entityRegistrationNumber
    entityType
    entityTypeDescription
    entityStatus
    entitySubType
    exchanges
    fileNumber
    fileJointTaxReturn
    fincenID
    fiscalYearEnd
    fractionalShares
    generalAuthority
    giin
    governingAct {
      ...GoverningActFragment
    }
    companyGroup {
      ...CompanyGroupsFragment
    }
    homeJurisdiction
    homeLastFiled
    inPersonMeetings
    includeAccount
    incorporationDate
    instructions {
      ...InstructionFragment
    }
    customEntitySubtype {
      ...CustomEntitySubtypeFragment
    }
    language
    legalEntityIdentifier
    localMinutebook
    matterNumber
    memberCorp
    naicsCode
    natureOfBusiness
    nextAGM
    notes {
      ...NoteFragment
    }
    otherProvisions
    ownershipType
    parentWaivedAuditor
    partnershipCancellationDate
    partnershipDoNotRenew
    partnershipExpiryDate
    partnershipNoExpiryDate
    partnershipRegistrationDate
    preemptiveIssuance
    preemptiveTransfer
    preferredContact
    professional
    professionalCorporationType
    professionType
    professionOther
    profileNotes
    proRataRedemption
    public
    region
    reportingIssuer
    responsibilities
    restrictions
    resolutionsLastFiled
    shareRestrictionsText
    shareholderAgreement
    shareholderAgreementDate
    shareholderAgreementUnanimous
    shareholderChairCastVote
    shareholderQuorum
    sharesPrecision
    signAnnualReturn
    status
    stockCorp
    subsidiary
    tags
    taxCountry
    taxRegion
    taxStatus
    taxStructure
    taxID
    transferRestrictionsText
    transfersDirectorApproval
    uniqueId
    uniqueIdName
    votingTrust
    waivedAuditor
    waivedAGM
    waivedFinancials
    registrations {
      ...RegistrationFragment
    }
    affiliations {
      ...AffiliationFragment
    }
  }
}
Variables
{"options": entityQueryOptions}
Response
{
  "data": {
    "entities": [
      {
        "name": "abc123",
        "id": "4",
        "authShareCapital": "xyz789",
        "bankingAuthority": "abc123",
        "bringForwardHomeMonthDay": MonthDay,
        "bringForwardHomeYear": YearScalar,
        "bringForwardResolutionMonthDay": MonthDay,
        "bringForwardResolutionYear": YearScalar,
        "bylaws": [Bylaw],
        "bylawsNotes": "xyz789",
        "cancellationDate": "2007-12-03",
        "prevNames": [EntityPrevName],
        "cancellationMemo": "xyz789",
        "certificateAuthority": "xyz789",
        "createdDate": "2007-12-03",
        "clientNumber": "xyz789",
        "communications": [EntityCommunication],
        "country": "xyz789",
        "county": "abc123",
        "corporateSeal": true,
        "creation": "xyz789",
        "currencyPrecision": 987,
        "customDate": "2007-12-03",
        "customFields": [CustomField],
        "defaultCurrency": "abc123",
        "directorCastingVote": false,
        "directorPowersRestricted": false,
        "directorQuorum": "abc123",
        "directorTeleVideo": true,
        "directorsMax": 123,
        "directorsMin": 987,
        "documentNumber": "xyz789",
        "duplicateMinutebook": true,
        "electronicFiling": true,
        "entityRegistrationNumber": "xyz789",
        "entityType": "abc123",
        "entityTypeDescription": "abc123",
        "entityStatus": "xyz789",
        "entitySubType": "xyz789",
        "exchanges": ["xyz789"],
        "fileNumber": "abc123",
        "fileJointTaxReturn": false,
        "fincenID": "abc123",
        "fiscalYearEnd": MonthDay,
        "fractionalShares": false,
        "generalAuthority": "xyz789",
        "giin": "abc123",
        "governingAct": [GoverningAct],
        "companyGroup": [CompanyGroups],
        "homeJurisdiction": "abc123",
        "homeLastFiled": "2007-12-03",
        "inPersonMeetings": "xyz789",
        "includeAccount": "abc123",
        "incorporationDate": "2007-12-03",
        "instructions": [Instruction],
        "customEntitySubtype": CustomEntitySubtype,
        "language": "xyz789",
        "legalEntityIdentifier": "abc123",
        "localMinutebook": false,
        "matterNumber": "abc123",
        "memberCorp": "xyz789",
        "naicsCode": "xyz789",
        "natureOfBusiness": "xyz789",
        "nextAGM": "2007-12-03",
        "notes": [Note],
        "otherProvisions": "xyz789",
        "ownershipType": "xyz789",
        "parentWaivedAuditor": false,
        "partnershipCancellationDate": "2007-12-03",
        "partnershipDoNotRenew": true,
        "partnershipExpiryDate": "2007-12-03",
        "partnershipNoExpiryDate": true,
        "partnershipRegistrationDate": "2007-12-03",
        "preemptiveIssuance": false,
        "preemptiveTransfer": true,
        "preferredContact": "xyz789",
        "professional": true,
        "professionalCorporationType": "abc123",
        "professionType": "xyz789",
        "professionOther": "abc123",
        "profileNotes": "abc123",
        "proRataRedemption": "abc123",
        "public": false,
        "region": "abc123",
        "reportingIssuer": true,
        "responsibilities": "abc123",
        "restrictions": "abc123",
        "resolutionsLastFiled": "2007-12-03",
        "shareRestrictionsText": "xyz789",
        "shareholderAgreement": false,
        "shareholderAgreementDate": "2007-12-03",
        "shareholderAgreementUnanimous": false,
        "shareholderChairCastVote": true,
        "shareholderQuorum": "xyz789",
        "sharesPrecision": "abc123",
        "signAnnualReturn": true,
        "status": "xyz789",
        "stockCorp": "abc123",
        "subsidiary": false,
        "tags": ["abc123"],
        "taxCountry": "xyz789",
        "taxRegion": "abc123",
        "taxStatus": "abc123",
        "taxStructure": "xyz789",
        "taxID": "abc123",
        "transferRestrictionsText": "abc123",
        "transfersDirectorApproval": false,
        "uniqueId": "abc123",
        "uniqueIdName": "abc123",
        "votingTrust": false,
        "waivedAuditor": true,
        "waivedAGM": false,
        "waivedFinancials": false,
        "registrations": [Registration],
        "affiliations": [Affiliation]
      }
    ]
  }
}

people

Description

List of people available to the user and their total count

Response

Returns a PeopleQueryResult!

Arguments
Name Description
options - PeopleQueryOptions!

Example

Query
query people($options: PeopleQueryOptions!) {
  people(options: $options) {
    totalCount
    items {
      ...PersonFragment
    }
  }
}
Variables
{"options": PeopleQueryOptions}
Response
{
  "data": {
    "people": {"totalCount": 123, "items": [Person]}
  }
}

registrations

Description

Gets a list of registrations available to the user

Response

Returns [Registration]

Arguments
Name Description
options - RegistrationOptions

Example

Query
query registrations($options: RegistrationOptions) {
  registrations(options: $options) {
    id
    entityId
    uid
    type
    typeOther
    status
    registrationDate
    registrationExpiry
    endDate
    registrationLastFiledDate
    name
    bringForwardDate
    homeJurisdiction
    jurisdictionRegion
    jurisdictionCountry
    jurisdictionCounty
    country
    region
    registrationNumber
    registryId
    fileNumber
    applicationNumber
    ownershipPercentage
    clientNumber
    matterNumber
    instructions
    responsibleOffices
    notes
    entity {
      ...EntityFragment
    }
    affiliations {
      ...AffiliationFragment
    }
  }
}
Variables
{"options": RegistrationOptions}
Response
{
  "data": {
    "registrations": [
      {
        "id": 4,
        "entityId": 4,
        "uid": 4,
        "type": "xyz789",
        "typeOther": "xyz789",
        "status": "abc123",
        "registrationDate": "xyz789",
        "registrationExpiry": "xyz789",
        "endDate": "xyz789",
        "registrationLastFiledDate": "2007-12-03",
        "name": "xyz789",
        "bringForwardDate": "xyz789",
        "homeJurisdiction": "xyz789",
        "jurisdictionRegion": "xyz789",
        "jurisdictionCountry": "abc123",
        "jurisdictionCounty": "abc123",
        "country": "xyz789",
        "region": "xyz789",
        "registrationNumber": "abc123",
        "registryId": "abc123",
        "fileNumber": "abc123",
        "applicationNumber": "xyz789",
        "ownershipPercentage": 987.65,
        "clientNumber": "abc123",
        "matterNumber": "xyz789",
        "instructions": ["xyz789"],
        "responsibleOffices": ["abc123"],
        "notes": "abc123",
        "entity": Entity,
        "affiliations": [Affiliation]
      }
    ]
  }
}

shareclasses

Description

List of shareclasses available to the user

Response

Returns [Shareclass]!

Arguments
Name Description
options - ShareclassQueryOptions

Example

Query
query shareclasses($options: ShareclassQueryOptions) {
  shareclasses(options: $options) {
    name
    id
    entityID
    status
    kind
    createdDate
    removalDate
    votingRights
    votesPerShare
    parValue
    parCurrency
    certificateCode
    certificateLegend
    warrantCode
    optionCode
    shareTerms
    authAmountUnlimited
    authAmount
    redemptionPrice
    redemptionCurrency
    redemptionNotes
    transferRestrictions {
      ...TransferRestrictionsFragment
    }
    series
    seriesParentClassName
    specialRightsExist
    specialRights {
      ...SpecialRightsFragment
    }
    capitalType
    sharePrecision
    prevNames {
      ...PreviousNamesFragment
    }
    participant {
      ...ParticipantFragment
    }
    dividends
  }
}
Variables
{"options": ShareclassQueryOptions}
Response
{
  "data": {
    "shareclasses": [
      {
        "name": "abc123",
        "id": "4",
        "entityID": "abc123",
        "status": "CONFIRMED",
        "kind": "abc123",
        "createdDate": "2007-12-03",
        "removalDate": "2007-12-03",
        "votingRights": false,
        "votesPerShare": 123.45,
        "parValue": 987.65,
        "parCurrency": "xyz789",
        "certificateCode": "xyz789",
        "certificateLegend": "abc123",
        "warrantCode": "abc123",
        "optionCode": "xyz789",
        "shareTerms": ["abc123"],
        "authAmountUnlimited": true,
        "authAmount": 123.45,
        "redemptionPrice": 123.45,
        "redemptionCurrency": "abc123",
        "redemptionNotes": "xyz789",
        "transferRestrictions": TransferRestrictions,
        "series": true,
        "seriesParentClassName": "abc123",
        "specialRightsExist": false,
        "specialRights": SpecialRights,
        "capitalType": "xyz789",
        "sharePrecision": 123,
        "prevNames": [PreviousNames],
        "participant": Participant,
        "dividends": false
      }
    ]
  }
}

shareholdings

Description

List of shareholdings available to the user

Response

Returns a ShareholdingsQueryResult!

Arguments
Name Description
options - ShareholdingsQueryOptions!

Example

Query
query shareholdings($options: ShareholdingsQueryOptions!) {
  shareholdings(options: $options) {
    totalCount
    items {
      ...ShareholdingFragment
    }
  }
}
Variables
{"options": ShareholdingsQueryOptions}
Response
{
  "data": {
    "shareholdings": {
      "totalCount": 123,
      "items": [Shareholding]
    }
  }
}

transactions

Description

List of transactions available to the user

Response

Returns a TransactionsQueryResult!

Arguments
Name Description
options - TransactionsQueryOptions!

Example

Query
query transactions($options: TransactionsQueryOptions!) {
  transactions(options: $options) {
    totalCount
    items {
      ...TransactionFragment
    }
  }
}
Variables
{"options": TransactionsQueryOptions}
Response
{
  "data": {
    "transactions": {
      "totalCount": 123,
      "items": [Transaction]
    }
  }
}

Mutations

combineAddresses

Description

Combine addresses

Response

Returns a CombineAddressesResponse!

Arguments
Name Description
options - CombineAddressesOptions!

Example

Query
mutation combineAddresses($options: CombineAddressesOptions!) {
  combineAddresses(options: $options) {
    survivingAddressId
  }
}
Variables
{"options": CombineAddressesOptions}
Response
{
  "data": {
    "combineAddresses": {
      "survivingAddressId": "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9"
    }
  }
}

combineEntities

Description

Combine entities

Response

Returns a CombineEntitiesResponse!

Arguments
Name Description
input - CombineEntitiesOptions!

Example

Query
mutation combineEntities($input: CombineEntitiesOptions!) {
  combineEntities(input: $input) {
    survivingEntityId
  }
}
Variables
{"input": CombineEntitiesOptions}
Response
{
  "data": {
    "combineEntities": {
      "survivingEntityId": "4"
    }
  }
}

combinePeople

Description

Combine people

Response

Returns a CombinePeopleResponse!

Arguments
Name Description
options - CombinePeopleOptions!

Example

Query
mutation combinePeople($options: CombinePeopleOptions!) {
  combinePeople(options: $options) {
    survivingPersonId
  }
}
Variables
{"options": CombinePeopleOptions}
Response
{"data": {"combinePeople": {"survivingPersonId": 4}}}

createAddress

Description

Create address

Response

Returns a CreateAddressResponse

Arguments
Name Description
options - CreateAddressOptions!

Example

Query
mutation createAddress($options: CreateAddressOptions!) {
  createAddress(options: $options) {
    id
    name
  }
}
Variables
{"options": CreateAddressOptions}
Response
{
  "data": {
    "createAddress": {
      "id": "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9",
      "name": "abc123"
    }
  }
}

createAddressCustomField

Description

Create address custom field

Arguments
Name Description
options - CreateAddressCustomFieldOptions!

Example

Query
mutation createAddressCustomField($options: CreateAddressCustomFieldOptions!) {
  createAddressCustomField(options: $options) {
    id
    name
  }
}
Variables
{"options": CreateAddressCustomFieldOptions}
Response
{
  "data": {
    "createAddressCustomField": {
      "id": "abc123",
      "name": "abc123"
    }
  }
}

createAffiliation

Description

Create affiliation

Response

Returns a CreateAffiliationResponse

Arguments
Name Description
options - CreateAffiliationOptions!

Example

Query
mutation createAffiliation($options: CreateAffiliationOptions!) {
  createAffiliation(options: $options) {
    id
    name
  }
}
Variables
{"options": CreateAffiliationOptions}
Response
{
  "data": {
    "createAffiliation": {
      "id": "4",
      "name": "abc123"
    }
  }
}

createEntity

Description

A mutation that creates an entity

Response

Returns an Entity

Arguments
Name Description
input - EntityInput!

Example

Query
mutation createEntity($input: EntityInput!) {
  createEntity(input: $input) {
    name
    id
    authShareCapital
    bankingAuthority
    bringForwardHomeMonthDay
    bringForwardHomeYear
    bringForwardResolutionMonthDay
    bringForwardResolutionYear
    bylaws {
      ...BylawFragment
    }
    bylawsNotes
    cancellationDate
    prevNames {
      ...EntityPrevNameFragment
    }
    cancellationMemo
    certificateAuthority
    createdDate
    clientNumber
    communications {
      ...EntityCommunicationFragment
    }
    country
    county
    corporateSeal
    creation
    currencyPrecision
    customDate
    customFields {
      ...CustomFieldFragment
    }
    defaultCurrency
    directorCastingVote
    directorPowersRestricted
    directorQuorum
    directorTeleVideo
    directorsMax
    directorsMin
    documentNumber
    duplicateMinutebook
    electronicFiling
    entityRegistrationNumber
    entityType
    entityTypeDescription
    entityStatus
    entitySubType
    exchanges
    fileNumber
    fileJointTaxReturn
    fincenID
    fiscalYearEnd
    fractionalShares
    generalAuthority
    giin
    governingAct {
      ...GoverningActFragment
    }
    companyGroup {
      ...CompanyGroupsFragment
    }
    homeJurisdiction
    homeLastFiled
    inPersonMeetings
    includeAccount
    incorporationDate
    instructions {
      ...InstructionFragment
    }
    customEntitySubtype {
      ...CustomEntitySubtypeFragment
    }
    language
    legalEntityIdentifier
    localMinutebook
    matterNumber
    memberCorp
    naicsCode
    natureOfBusiness
    nextAGM
    notes {
      ...NoteFragment
    }
    otherProvisions
    ownershipType
    parentWaivedAuditor
    partnershipCancellationDate
    partnershipDoNotRenew
    partnershipExpiryDate
    partnershipNoExpiryDate
    partnershipRegistrationDate
    preemptiveIssuance
    preemptiveTransfer
    preferredContact
    professional
    professionalCorporationType
    professionType
    professionOther
    profileNotes
    proRataRedemption
    public
    region
    reportingIssuer
    responsibilities
    restrictions
    resolutionsLastFiled
    shareRestrictionsText
    shareholderAgreement
    shareholderAgreementDate
    shareholderAgreementUnanimous
    shareholderChairCastVote
    shareholderQuorum
    sharesPrecision
    signAnnualReturn
    status
    stockCorp
    subsidiary
    tags
    taxCountry
    taxRegion
    taxStatus
    taxStructure
    taxID
    transferRestrictionsText
    transfersDirectorApproval
    uniqueId
    uniqueIdName
    votingTrust
    waivedAuditor
    waivedAGM
    waivedFinancials
    registrations {
      ...RegistrationFragment
    }
    affiliations {
      ...AffiliationFragment
    }
  }
}
Variables
{"input": EntityInput}
Response
{
  "data": {
    "createEntity": {
      "name": "abc123",
      "id": 4,
      "authShareCapital": "xyz789",
      "bankingAuthority": "xyz789",
      "bringForwardHomeMonthDay": MonthDay,
      "bringForwardHomeYear": YearScalar,
      "bringForwardResolutionMonthDay": MonthDay,
      "bringForwardResolutionYear": YearScalar,
      "bylaws": [Bylaw],
      "bylawsNotes": "abc123",
      "cancellationDate": "2007-12-03",
      "prevNames": [EntityPrevName],
      "cancellationMemo": "xyz789",
      "certificateAuthority": "xyz789",
      "createdDate": "2007-12-03",
      "clientNumber": "xyz789",
      "communications": [EntityCommunication],
      "country": "xyz789",
      "county": "abc123",
      "corporateSeal": false,
      "creation": "xyz789",
      "currencyPrecision": 987,
      "customDate": "2007-12-03",
      "customFields": [CustomField],
      "defaultCurrency": "xyz789",
      "directorCastingVote": false,
      "directorPowersRestricted": true,
      "directorQuorum": "xyz789",
      "directorTeleVideo": true,
      "directorsMax": 123,
      "directorsMin": 123,
      "documentNumber": "xyz789",
      "duplicateMinutebook": true,
      "electronicFiling": true,
      "entityRegistrationNumber": "xyz789",
      "entityType": "xyz789",
      "entityTypeDescription": "xyz789",
      "entityStatus": "abc123",
      "entitySubType": "xyz789",
      "exchanges": ["abc123"],
      "fileNumber": "xyz789",
      "fileJointTaxReturn": true,
      "fincenID": "abc123",
      "fiscalYearEnd": MonthDay,
      "fractionalShares": true,
      "generalAuthority": "abc123",
      "giin": "abc123",
      "governingAct": [GoverningAct],
      "companyGroup": [CompanyGroups],
      "homeJurisdiction": "xyz789",
      "homeLastFiled": "2007-12-03",
      "inPersonMeetings": "xyz789",
      "includeAccount": "xyz789",
      "incorporationDate": "2007-12-03",
      "instructions": [Instruction],
      "customEntitySubtype": CustomEntitySubtype,
      "language": "xyz789",
      "legalEntityIdentifier": "xyz789",
      "localMinutebook": true,
      "matterNumber": "xyz789",
      "memberCorp": "abc123",
      "naicsCode": "xyz789",
      "natureOfBusiness": "xyz789",
      "nextAGM": "2007-12-03",
      "notes": [Note],
      "otherProvisions": "xyz789",
      "ownershipType": "abc123",
      "parentWaivedAuditor": true,
      "partnershipCancellationDate": "2007-12-03",
      "partnershipDoNotRenew": false,
      "partnershipExpiryDate": "2007-12-03",
      "partnershipNoExpiryDate": true,
      "partnershipRegistrationDate": "2007-12-03",
      "preemptiveIssuance": false,
      "preemptiveTransfer": true,
      "preferredContact": "abc123",
      "professional": false,
      "professionalCorporationType": "xyz789",
      "professionType": "xyz789",
      "professionOther": "abc123",
      "profileNotes": "xyz789",
      "proRataRedemption": "abc123",
      "public": false,
      "region": "abc123",
      "reportingIssuer": true,
      "responsibilities": "xyz789",
      "restrictions": "xyz789",
      "resolutionsLastFiled": "2007-12-03",
      "shareRestrictionsText": "xyz789",
      "shareholderAgreement": false,
      "shareholderAgreementDate": "2007-12-03",
      "shareholderAgreementUnanimous": false,
      "shareholderChairCastVote": true,
      "shareholderQuorum": "abc123",
      "sharesPrecision": "xyz789",
      "signAnnualReturn": true,
      "status": "xyz789",
      "stockCorp": "abc123",
      "subsidiary": false,
      "tags": ["abc123"],
      "taxCountry": "abc123",
      "taxRegion": "abc123",
      "taxStatus": "abc123",
      "taxStructure": "xyz789",
      "taxID": "xyz789",
      "transferRestrictionsText": "abc123",
      "transfersDirectorApproval": true,
      "uniqueId": "abc123",
      "uniqueIdName": "xyz789",
      "votingTrust": true,
      "waivedAuditor": true,
      "waivedAGM": false,
      "waivedFinancials": true,
      "registrations": [Registration],
      "affiliations": [Affiliation]
    }
  }
}

createIssuanceTransaction

Description

Create an issuance transaction

Arguments
Name Description
options - CreateIssuanceTransactionOptions!

Example

Query
mutation createIssuanceTransaction($options: CreateIssuanceTransactionOptions!) {
  createIssuanceTransaction(options: $options) {
    id
  }
}
Variables
{"options": CreateIssuanceTransactionOptions}
Response
{"data": {"createIssuanceTransaction": {"id": 4}}}

createPerson

Description

Create a person

Response

Returns a CreatePersonResponse

Arguments
Name Description
options - CreatePersonOptions!

Example

Query
mutation createPerson($options: CreatePersonOptions!) {
  createPerson(options: $options) {
    id
    name
  }
}
Variables
{"options": CreatePersonOptions}
Response
{
  "data": {
    "createPerson": {
      "id": 4,
      "name": "abc123"
    }
  }
}

createRegistration

Response

Returns a Registration

Arguments
Name Description
input - CreateRegistrationFields!

Example

Query
mutation createRegistration($input: CreateRegistrationFields!) {
  createRegistration(input: $input) {
    id
    entityId
    uid
    type
    typeOther
    status
    registrationDate
    registrationExpiry
    endDate
    registrationLastFiledDate
    name
    bringForwardDate
    homeJurisdiction
    jurisdictionRegion
    jurisdictionCountry
    jurisdictionCounty
    country
    region
    registrationNumber
    registryId
    fileNumber
    applicationNumber
    ownershipPercentage
    clientNumber
    matterNumber
    instructions
    responsibleOffices
    notes
    entity {
      ...EntityFragment
    }
    affiliations {
      ...AffiliationFragment
    }
  }
}
Variables
{"input": CreateRegistrationFields}
Response
{
  "data": {
    "createRegistration": {
      "id": 4,
      "entityId": 4,
      "uid": 4,
      "type": "xyz789",
      "typeOther": "abc123",
      "status": "xyz789",
      "registrationDate": "abc123",
      "registrationExpiry": "abc123",
      "endDate": "abc123",
      "registrationLastFiledDate": "2007-12-03",
      "name": "abc123",
      "bringForwardDate": "abc123",
      "homeJurisdiction": "xyz789",
      "jurisdictionRegion": "xyz789",
      "jurisdictionCountry": "xyz789",
      "jurisdictionCounty": "xyz789",
      "country": "xyz789",
      "region": "abc123",
      "registrationNumber": "xyz789",
      "registryId": "xyz789",
      "fileNumber": "xyz789",
      "applicationNumber": "abc123",
      "ownershipPercentage": 987.65,
      "clientNumber": "xyz789",
      "matterNumber": "xyz789",
      "instructions": ["abc123"],
      "responsibleOffices": ["xyz789"],
      "notes": "abc123",
      "entity": Entity,
      "affiliations": [Affiliation]
    }
  }
}

createShareclass

Description

Create a shareclass

Response

Returns a CreateShareclassResponse!

Arguments
Name Description
options - CreateShareclassOptions!

Example

Query
mutation createShareclass($options: CreateShareclassOptions!) {
  createShareclass(options: $options) {
    id
    name
  }
}
Variables
{"options": CreateShareclassOptions}
Response
{
  "data": {
    "createShareclass": {
      "id": "4",
      "name": "xyz789"
    }
  }
}

createShareholding

Description

Create a shareholding

Response

Returns a CreateShareholdingResponse!

Arguments
Name Description
options - CreateShareholdingOptions!

Example

Query
mutation createShareholding($options: CreateShareholdingOptions!) {
  createShareholding(options: $options) {
    id
  }
}
Variables
{"options": CreateShareholdingOptions}
Response
{
  "data": {
    "createShareholding": {"id": "4"}
  }
}

deleteAddress

Description

Delete address

Response

Returns a DeleteAddressResponse

Arguments
Name Description
options - DeleteAddressOptions!

Example

Query
mutation deleteAddress($options: DeleteAddressOptions!) {
  deleteAddress(options: $options) {
    id
  }
}
Variables
{"options": DeleteAddressOptions}
Response
{
  "data": {
    "deleteAddress": {
      "id": "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9"
    }
  }
}

deleteAddressCustomField

Description

Soft delete address custom field (change status to Archived)

Arguments
Name Description
options - DeleteAddressCustomFieldOptions!

Example

Query
mutation deleteAddressCustomField($options: DeleteAddressCustomFieldOptions!) {
  deleteAddressCustomField(options: $options) {
    id
    name
    status
  }
}
Variables
{"options": DeleteAddressCustomFieldOptions}
Response
{
  "data": {
    "deleteAddressCustomField": {
      "id": "abc123",
      "name": "abc123",
      "status": "xyz789"
    }
  }
}

deleteAffiliation

Description

Delete affiliation

Response

Returns a DeletedAffiliationResponse

Arguments
Name Description
options - DeleteAffiliationOptions!

Example

Query
mutation deleteAffiliation($options: DeleteAffiliationOptions!) {
  deleteAffiliation(options: $options) {
    id
  }
}
Variables
{"options": DeleteAffiliationOptions}
Response
{
  "data": {
    "deleteAffiliation": {"id": "abc123"}
  }
}

deleteRegistrationV3

Response

Returns a RegistrationDeleteV3Response!

Arguments
Name Description
input - RegistrationDeleteV3Api!

Example

Query
mutation deleteRegistrationV3($input: RegistrationDeleteV3Api!) {
  deleteRegistrationV3(input: $input) {
    id
  }
}
Variables
{"input": RegistrationDeleteV3Api}
Response
{
  "data": {
    "deleteRegistrationV3": {"id": "xyz789"}
  }
}

updateAddress

Description

Update address

Response

Returns an UpdateAddressResponse

Arguments
Name Description
options - UpdateAddressOptions!

Example

Query
mutation updateAddress($options: UpdateAddressOptions!) {
  updateAddress(options: $options) {
    id
    name
  }
}
Variables
{"options": UpdateAddressOptions}
Response
{
  "data": {
    "updateAddress": {
      "id": "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9",
      "name": "abc123"
    }
  }
}

updateAddressCustomField

Description

Update address custom field

Response

Returns an UpdateAddressCustomFieldResponse

Arguments
Name Description
options - UpdateAddressCustomFieldOptions!

Example

Query
mutation updateAddressCustomField($options: UpdateAddressCustomFieldOptions!) {
  updateAddressCustomField(options: $options) {
    id
    name
  }
}
Variables
{"options": UpdateAddressCustomFieldOptions}
Response
{
  "data": {
    "updateAddressCustomField": {
      "id": "xyz789",
      "name": "xyz789"
    }
  }
}

updateAffiliation

Description

Update affiliation

Response

Returns an Affiliation

Arguments
Name Description
options - UpdateAffiliationOptions!

Example

Query
mutation updateAffiliation($options: UpdateAffiliationOptions!) {
  updateAffiliation(options: $options) {
    id
    status
    computedStatus
    inactiveReason
    interestDesc
    startDate
    endDate
    title
    customTitle
    customTitleId
    role
    staticTitle
    officeOther
    directorOther
    registrationUID
    target {
      ...ProfileFragment
    }
    participant {
      ...ProfileFragment
    }
    communications
    note
    addresses {
      ...AffiliationAddressFragment
    }
    registration {
      ...RegistrationFragment
    }
  }
}
Variables
{"options": UpdateAffiliationOptions}
Response
{
  "data": {
    "updateAffiliation": {
      "id": "4",
      "status": "abc123",
      "computedStatus": "xyz789",
      "inactiveReason": "abc123",
      "interestDesc": "xyz789",
      "startDate": "2007-12-03",
      "endDate": "2007-12-03",
      "title": "xyz789",
      "customTitle": "abc123",
      "customTitleId": 4,
      "role": "xyz789",
      "staticTitle": "abc123",
      "officeOther": "abc123",
      "directorOther": "abc123",
      "registrationUID": "abc123",
      "target": Profile,
      "participant": Profile,
      "communications": ["abc123"],
      "note": "abc123",
      "addresses": [AffiliationAddress],
      "registration": Registration
    }
  }
}

updateDocument

Description

Update a document

Response

Returns an UpdatedDocument!

Arguments
Name Description
options - UpdateDocumentOptions!

Example

Query
mutation updateDocument($options: UpdateDocumentOptions!) {
  updateDocument(options: $options) {
    contractId
    modifiedDate
  }
}
Variables
{"options": UpdateDocumentOptions}
Response
{
  "data": {
    "updateDocument": {
      "contractId": "4",
      "modifiedDate": "2007-12-03T10:15:30Z"
    }
  }
}

updateEntity

Response

Returns [Entity]

Arguments
Name Description
input - EntityUpdateFields!

Example

Query
mutation updateEntity($input: EntityUpdateFields!) {
  updateEntity(input: $input) {
    name
    id
    authShareCapital
    bankingAuthority
    bringForwardHomeMonthDay
    bringForwardHomeYear
    bringForwardResolutionMonthDay
    bringForwardResolutionYear
    bylaws {
      ...BylawFragment
    }
    bylawsNotes
    cancellationDate
    prevNames {
      ...EntityPrevNameFragment
    }
    cancellationMemo
    certificateAuthority
    createdDate
    clientNumber
    communications {
      ...EntityCommunicationFragment
    }
    country
    county
    corporateSeal
    creation
    currencyPrecision
    customDate
    customFields {
      ...CustomFieldFragment
    }
    defaultCurrency
    directorCastingVote
    directorPowersRestricted
    directorQuorum
    directorTeleVideo
    directorsMax
    directorsMin
    documentNumber
    duplicateMinutebook
    electronicFiling
    entityRegistrationNumber
    entityType
    entityTypeDescription
    entityStatus
    entitySubType
    exchanges
    fileNumber
    fileJointTaxReturn
    fincenID
    fiscalYearEnd
    fractionalShares
    generalAuthority
    giin
    governingAct {
      ...GoverningActFragment
    }
    companyGroup {
      ...CompanyGroupsFragment
    }
    homeJurisdiction
    homeLastFiled
    inPersonMeetings
    includeAccount
    incorporationDate
    instructions {
      ...InstructionFragment
    }
    customEntitySubtype {
      ...CustomEntitySubtypeFragment
    }
    language
    legalEntityIdentifier
    localMinutebook
    matterNumber
    memberCorp
    naicsCode
    natureOfBusiness
    nextAGM
    notes {
      ...NoteFragment
    }
    otherProvisions
    ownershipType
    parentWaivedAuditor
    partnershipCancellationDate
    partnershipDoNotRenew
    partnershipExpiryDate
    partnershipNoExpiryDate
    partnershipRegistrationDate
    preemptiveIssuance
    preemptiveTransfer
    preferredContact
    professional
    professionalCorporationType
    professionType
    professionOther
    profileNotes
    proRataRedemption
    public
    region
    reportingIssuer
    responsibilities
    restrictions
    resolutionsLastFiled
    shareRestrictionsText
    shareholderAgreement
    shareholderAgreementDate
    shareholderAgreementUnanimous
    shareholderChairCastVote
    shareholderQuorum
    sharesPrecision
    signAnnualReturn
    status
    stockCorp
    subsidiary
    tags
    taxCountry
    taxRegion
    taxStatus
    taxStructure
    taxID
    transferRestrictionsText
    transfersDirectorApproval
    uniqueId
    uniqueIdName
    votingTrust
    waivedAuditor
    waivedAGM
    waivedFinancials
    registrations {
      ...RegistrationFragment
    }
    affiliations {
      ...AffiliationFragment
    }
  }
}
Variables
{"input": EntityUpdateFields}
Response
{
  "data": {
    "updateEntity": [
      {
        "name": "abc123",
        "id": 4,
        "authShareCapital": "xyz789",
        "bankingAuthority": "abc123",
        "bringForwardHomeMonthDay": MonthDay,
        "bringForwardHomeYear": YearScalar,
        "bringForwardResolutionMonthDay": MonthDay,
        "bringForwardResolutionYear": YearScalar,
        "bylaws": [Bylaw],
        "bylawsNotes": "abc123",
        "cancellationDate": "2007-12-03",
        "prevNames": [EntityPrevName],
        "cancellationMemo": "abc123",
        "certificateAuthority": "xyz789",
        "createdDate": "2007-12-03",
        "clientNumber": "xyz789",
        "communications": [EntityCommunication],
        "country": "xyz789",
        "county": "xyz789",
        "corporateSeal": true,
        "creation": "xyz789",
        "currencyPrecision": 123,
        "customDate": "2007-12-03",
        "customFields": [CustomField],
        "defaultCurrency": "xyz789",
        "directorCastingVote": false,
        "directorPowersRestricted": false,
        "directorQuorum": "xyz789",
        "directorTeleVideo": true,
        "directorsMax": 123,
        "directorsMin": 123,
        "documentNumber": "abc123",
        "duplicateMinutebook": false,
        "electronicFiling": false,
        "entityRegistrationNumber": "xyz789",
        "entityType": "xyz789",
        "entityTypeDescription": "xyz789",
        "entityStatus": "abc123",
        "entitySubType": "abc123",
        "exchanges": ["xyz789"],
        "fileNumber": "xyz789",
        "fileJointTaxReturn": true,
        "fincenID": "abc123",
        "fiscalYearEnd": MonthDay,
        "fractionalShares": false,
        "generalAuthority": "xyz789",
        "giin": "abc123",
        "governingAct": [GoverningAct],
        "companyGroup": [CompanyGroups],
        "homeJurisdiction": "xyz789",
        "homeLastFiled": "2007-12-03",
        "inPersonMeetings": "abc123",
        "includeAccount": "abc123",
        "incorporationDate": "2007-12-03",
        "instructions": [Instruction],
        "customEntitySubtype": CustomEntitySubtype,
        "language": "xyz789",
        "legalEntityIdentifier": "xyz789",
        "localMinutebook": false,
        "matterNumber": "xyz789",
        "memberCorp": "xyz789",
        "naicsCode": "abc123",
        "natureOfBusiness": "abc123",
        "nextAGM": "2007-12-03",
        "notes": [Note],
        "otherProvisions": "abc123",
        "ownershipType": "abc123",
        "parentWaivedAuditor": true,
        "partnershipCancellationDate": "2007-12-03",
        "partnershipDoNotRenew": false,
        "partnershipExpiryDate": "2007-12-03",
        "partnershipNoExpiryDate": false,
        "partnershipRegistrationDate": "2007-12-03",
        "preemptiveIssuance": false,
        "preemptiveTransfer": false,
        "preferredContact": "xyz789",
        "professional": false,
        "professionalCorporationType": "abc123",
        "professionType": "xyz789",
        "professionOther": "abc123",
        "profileNotes": "xyz789",
        "proRataRedemption": "abc123",
        "public": false,
        "region": "xyz789",
        "reportingIssuer": true,
        "responsibilities": "abc123",
        "restrictions": "abc123",
        "resolutionsLastFiled": "2007-12-03",
        "shareRestrictionsText": "xyz789",
        "shareholderAgreement": false,
        "shareholderAgreementDate": "2007-12-03",
        "shareholderAgreementUnanimous": false,
        "shareholderChairCastVote": true,
        "shareholderQuorum": "abc123",
        "sharesPrecision": "xyz789",
        "signAnnualReturn": true,
        "status": "xyz789",
        "stockCorp": "abc123",
        "subsidiary": false,
        "tags": ["xyz789"],
        "taxCountry": "xyz789",
        "taxRegion": "xyz789",
        "taxStatus": "xyz789",
        "taxStructure": "abc123",
        "taxID": "xyz789",
        "transferRestrictionsText": "xyz789",
        "transfersDirectorApproval": true,
        "uniqueId": "xyz789",
        "uniqueIdName": "abc123",
        "votingTrust": false,
        "waivedAuditor": true,
        "waivedAGM": true,
        "waivedFinancials": false,
        "registrations": [Registration],
        "affiliations": [Affiliation]
      }
    ]
  }
}

updateEntityName

Description

A mutation that change an entity name global

Response

Returns an UpdatedEntityName

Arguments
Name Description
input - EntityNameUpdateFields!

Example

Query
mutation updateEntityName($input: EntityNameUpdateFields!) {
  updateEntityName(input: $input) {
    id
  }
}
Variables
{"input": EntityNameUpdateFields}
Response
{
  "data": {
    "updateEntityName": {"id": "abc123"}
  }
}

updateIssuanceTransaction

Description

Update an issuance transaction

Arguments
Name Description
options - UpdateIssuanceTransactionOptions!

Example

Query
mutation updateIssuanceTransaction($options: UpdateIssuanceTransactionOptions!) {
  updateIssuanceTransaction(options: $options) {
    id
  }
}
Variables
{"options": UpdateIssuanceTransactionOptions}
Response
{
  "data": {
    "updateIssuanceTransaction": {"id": "4"}
  }
}

updatePerson

Description

Update a person

Response

Returns an UpdatePersonResponse

Arguments
Name Description
options - UpdatePersonOptions!

Example

Query
mutation updatePerson($options: UpdatePersonOptions!) {
  updatePerson(options: $options) {
    id
  }
}
Variables
{"options": UpdatePersonOptions}
Response
{"data": {"updatePerson": {"id": "4"}}}

updatePersonName

Description

Update a person's name

Response

Returns an UpdatePersonNameResponse

Arguments
Name Description
options - UpdatePersonNameOptions!

Example

Query
mutation updatePersonName($options: UpdatePersonNameOptions!) {
  updatePersonName(options: $options) {
    id
  }
}
Variables
{"options": UpdatePersonNameOptions}
Response
{"data": {"updatePersonName": {"id": "4"}}}

updateRegistration

Response

Returns a Registration

Arguments
Name Description
input - RegistrationFields!

Example

Query
mutation updateRegistration($input: RegistrationFields!) {
  updateRegistration(input: $input) {
    id
    entityId
    uid
    type
    typeOther
    status
    registrationDate
    registrationExpiry
    endDate
    registrationLastFiledDate
    name
    bringForwardDate
    homeJurisdiction
    jurisdictionRegion
    jurisdictionCountry
    jurisdictionCounty
    country
    region
    registrationNumber
    registryId
    fileNumber
    applicationNumber
    ownershipPercentage
    clientNumber
    matterNumber
    instructions
    responsibleOffices
    notes
    entity {
      ...EntityFragment
    }
    affiliations {
      ...AffiliationFragment
    }
  }
}
Variables
{"input": RegistrationFields}
Response
{
  "data": {
    "updateRegistration": {
      "id": "4",
      "entityId": "4",
      "uid": 4,
      "type": "abc123",
      "typeOther": "xyz789",
      "status": "xyz789",
      "registrationDate": "xyz789",
      "registrationExpiry": "xyz789",
      "endDate": "xyz789",
      "registrationLastFiledDate": "2007-12-03",
      "name": "abc123",
      "bringForwardDate": "xyz789",
      "homeJurisdiction": "abc123",
      "jurisdictionRegion": "abc123",
      "jurisdictionCountry": "xyz789",
      "jurisdictionCounty": "xyz789",
      "country": "abc123",
      "region": "abc123",
      "registrationNumber": "abc123",
      "registryId": "xyz789",
      "fileNumber": "xyz789",
      "applicationNumber": "abc123",
      "ownershipPercentage": 987.65,
      "clientNumber": "xyz789",
      "matterNumber": "abc123",
      "instructions": ["abc123"],
      "responsibleOffices": ["abc123"],
      "notes": "xyz789",
      "entity": Entity,
      "affiliations": [Affiliation]
    }
  }
}

updateRegistrationV3

Response

Returns a Registration!

Arguments
Name Description
input - RegistrationUpdateV3Api!

Example

Query
mutation updateRegistrationV3($input: RegistrationUpdateV3Api!) {
  updateRegistrationV3(input: $input) {
    id
    entityId
    uid
    type
    typeOther
    status
    registrationDate
    registrationExpiry
    endDate
    registrationLastFiledDate
    name
    bringForwardDate
    homeJurisdiction
    jurisdictionRegion
    jurisdictionCountry
    jurisdictionCounty
    country
    region
    registrationNumber
    registryId
    fileNumber
    applicationNumber
    ownershipPercentage
    clientNumber
    matterNumber
    instructions
    responsibleOffices
    notes
    entity {
      ...EntityFragment
    }
    affiliations {
      ...AffiliationFragment
    }
  }
}
Variables
{"input": RegistrationUpdateV3Api}
Response
{
  "data": {
    "updateRegistrationV3": {
      "id": 4,
      "entityId": 4,
      "uid": "4",
      "type": "abc123",
      "typeOther": "xyz789",
      "status": "xyz789",
      "registrationDate": "abc123",
      "registrationExpiry": "xyz789",
      "endDate": "xyz789",
      "registrationLastFiledDate": "2007-12-03",
      "name": "xyz789",
      "bringForwardDate": "abc123",
      "homeJurisdiction": "xyz789",
      "jurisdictionRegion": "xyz789",
      "jurisdictionCountry": "xyz789",
      "jurisdictionCounty": "abc123",
      "country": "xyz789",
      "region": "abc123",
      "registrationNumber": "abc123",
      "registryId": "abc123",
      "fileNumber": "abc123",
      "applicationNumber": "xyz789",
      "ownershipPercentage": 123.45,
      "clientNumber": "abc123",
      "matterNumber": "abc123",
      "instructions": ["abc123"],
      "responsibleOffices": ["xyz789"],
      "notes": "xyz789",
      "entity": Entity,
      "affiliations": [Affiliation]
    }
  }
}

updateShareclass

Description

Update a shareclass

Response

Returns an UpdateShareclassResponse!

Arguments
Name Description
options - UpdateShareclassOptions!

Example

Query
mutation updateShareclass($options: UpdateShareclassOptions!) {
  updateShareclass(options: $options) {
    id
  }
}
Variables
{"options": UpdateShareclassOptions}
Response
{"data": {"updateShareclass": {"id": "4"}}}

Types

AccessGroup

Fields
Field Name Description
id - ID! Unique identifier for the Access Group.
name - String The designated name of the Access Group.
status - String Current status of the Access Group (active/inactive).
recordsCount - Int The total number of records associated with this Access Group.
createdDate - String Timestamp of when the Access Group was initially created.
createdBy - String Name of who the Access Group was created by.
archivedDate - String Date when the Access Group was archived, if applicable.
archivedBy - String Name of who the Access Group was archived by, if applicable.
modifiedDate - String Timestamp of when the Access Group was last modified - matches creation date if never.
Example
{
  "id": 4,
  "name": "xyz789",
  "status": "xyz789",
  "recordsCount": 987,
  "createdDate": "xyz789",
  "createdBy": "xyz789",
  "archivedDate": "abc123",
  "archivedBy": "xyz789",
  "modifiedDate": "abc123"
}

AccessGroupsOptions

Fields
Input Field Description
id - String Unique identifier for the Access Group.
name - String The designated name of the Access Group.
Example
{
  "id": "xyz789",
  "name": "abc123"
}

Address

Description

Information regarding an address

Fields
Field Name Description
owner - AddressOwner Owner of the address
containerId - String Id of the container address
id - UUID! Id of the address
name - String! Name of the address
locationType - AddressLocationType! Location/address type
customLocationType - CustomLocationType Custom location/address type. This field will be returned if address location type is OTHER, in other types it returned as null
city - String City of the address
provinceState - String Province or state of the address
country - String Country of the address
postalZip - String Postal/zip of the address
status - AddressStatus Status of the address
components - [AddressComponent]! Array of address street values (street, street no, apartment no, etc...)
communications - [AddressCommunication]! Communications relevant to the address
notes - String Address notes
effectiveDate - Date Address effective date
endDate - Date Address end date
Example
{
  "owner": AddressOwner,
  "containerId": "abc123",
  "id": "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9",
  "name": "xyz789",
  "locationType": "BUSINESS",
  "customLocationType": CustomLocationType,
  "city": "xyz789",
  "provinceState": "xyz789",
  "country": "xyz789",
  "postalZip": "xyz789",
  "status": "INACTIVE",
  "components": [AddressComponent],
  "communications": [AddressCommunication],
  "notes": "xyz789",
  "effectiveDate": "2007-12-03",
  "endDate": "2007-12-03"
}

AddressCommunication

Description

Email and phone values that are associated with the particular item

Fields
Field Name Description
label - AddressCommunicationLabel! Type of the communication (email, phone, etc..)
labelOther - String Custom label if label chosen as 'Other'
value - String! Value of the communication
description - String Description of the communication
Example
{
  "label": "CELL_PHONE",
  "labelOther": "abc123",
  "value": "xyz789",
  "description": "abc123"
}

AddressCommunicationLabel

Values
Enum Value Description

CELL_PHONE

DIRECT_LINE

EMAIL

FAX

HOME_PHONE

MAIN_LINE

OTHER

PERSONAL_EMAIL

BUSINESS_EMAIL

PHONE

PROFILE

TOLL_FREE

WEBSITE

WORK_PHONE

Example
"CELL_PHONE"

AddressComponent

Description

Address components, made up of different categories of address fields (street, street no, apartment no, etc....)

Fields
Field Name Description
name - AddressComponentName! Street address name (street, street no, etc...)
value - String! Street address value
Example
{"name": "ATTENTION", "value": "abc123"}

AddressComponentName

Values
Enum Value Description

ATTENTION

COUNTY_OR_MUNICIPALITY

OTHER

PO_BOX

PREFECTURE

REGION

STREET_ADDRESS

STREET_NUMBER_ONLY

STREET_ONLY

SUITE_OR_APARTMENT

Example
"ATTENTION"

AddressCustomField

Description

A current custom address field

Fields
Field Name Description
id - String Unique record ID
kind - String Response name for type of custom address field
status - String Status of custom address field
name - String Value/name of custom address field
createdDate - DateTime Created date/time of custom address field
modifiedDate - DateTime Modified date/time of custom address field
Example
{
  "id": "xyz789",
  "kind": "abc123",
  "status": "abc123",
  "name": "xyz789",
  "createdDate": "2007-12-03T10:15:30Z",
  "modifiedDate": "2007-12-03T10:15:30Z"
}

AddressLocationType

Values
Enum Value Description

BUSINESS

BILLING

DELIVERY

HEAD_OFFICE

MAILING

RESIDENTIAL

OTHER

Example
"BUSINESS"

AddressOwner

Fields
Field Name Description
id - ID Unique owner ID
type - RecordTypes Type owner ENTITY || PERSON
Example
{"id": "4", "type": "PERSON"}

AddressSortDirection

Values
Enum Value Description

ASC

DESC

Example
"ASC"

AddressSortField

Values
Enum Value Description

STATUS

NAME

TYPE

CITY

END_DATE

EFFECTIVE_DATE

Example
"STATUS"

AddressStatus

Values
Enum Value Description

INACTIVE

PENDING

INCOMING

OUTGOING

CONFIRMED

Example
"INACTIVE"

AddressesOptions

Description

Search terms that can be used to filter addresses

Fields
Input Field Description
recordIds - [ID!]! Unique record IDs
recordType - RecordTypes! Record type
ids - [UUID] Unique UIDs of the addresses
search - String Search input for finding by name/type/address fields
statuses - [AddressStatus] Statuses of the address
sortDirection - [AddressSortDirection] Sort direction of the addresses (asc or desc)
sortActive - [AddressSortField] Sort field of the addresses direction
Example
{
  "recordIds": ["4"],
  "recordType": "PERSON",
  "ids": [
    "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9"
  ],
  "search": "abc123",
  "statuses": ["INACTIVE"],
  "sortDirection": ["ASC"],
  "sortActive": ["STATUS"]
}

Affiliation

Description

Information regarding an affiliation

Fields
Field Name Description
id - ID! Unique ID of the affiliation
status - String Status of the affiliation
computedStatus - String computedStatus of the affiliation. Takes the status of the target and participant into consideration.
inactiveReason - String Reason why principal was inactivated
interestDesc - String Interest description of the affiliation
startDate - Date Start date of the affiliation in YYYY-MM-DD format
endDate - Date End date of the affiliation in YYYY-MM-DD format
title - String Title of the affiliation. Will use a custom title if one is specified. Otherwise uses the same value as 'staticTitle' field.
customTitle - String Custom title of the affiliation if it exist.
customTitleId - ID ID of a custom title of the affiliation if it exist.
role - String Role of the affiliation (Refers to 'Type' on the frontend UI)
staticTitle - String Static title of the affiliation (Refers to 'Role' on the frontend UI)
officeOther - String Secondary / Other officer title
directorOther - String Secondary / Other director title
registrationUID - String UID of the corresponding registration
target - Profile Profile information for the target of the affiliation
participant - Profile Profile information for the participant of the affiliation
communications - [String] @deprecated Use target.communications or participant.communications instead. The field will be removed after June 1, 2024. Phone numbers and email addresses Use target.communications or participant.communications instead. The field will be removed after June 1, 2024
note - String Note of the affiliation
addresses - [AffiliationAddress] Addresses associated with the affiliation
registration - Registration Corresponding registration
Example
{
  "id": 4,
  "status": "xyz789",
  "computedStatus": "abc123",
  "inactiveReason": "abc123",
  "interestDesc": "abc123",
  "startDate": "2007-12-03",
  "endDate": "2007-12-03",
  "title": "xyz789",
  "customTitle": "abc123",
  "customTitleId": 4,
  "role": "abc123",
  "staticTitle": "xyz789",
  "officeOther": "xyz789",
  "directorOther": "abc123",
  "registrationUID": "xyz789",
  "target": Profile,
  "participant": Profile,
  "communications": ["abc123"],
  "note": "xyz789",
  "addresses": [AffiliationAddress],
  "registration": Registration
}

AffiliationAddress

Description

Information regarding an address

Fields
Field Name Description
components - [Component] Array of address street values (street, street no, apartment no, etc...)
city - String City of the address
provinceState - String Province or state of the address
country - String Country of the address
postalZip - String Postal / zip of the address
status - String Status of the address
locationType - String Location/address type
uid - UUID UID of the address
name - String Name of the address
communications - [Communication] Communications relevant to the address
Example
{
  "components": [Component],
  "city": "xyz789",
  "provinceState": "abc123",
  "country": "abc123",
  "postalZip": "abc123",
  "status": "abc123",
  "locationType": "abc123",
  "uid": "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9",
  "name": "abc123",
  "communications": [Communication]
}

AffiliationAddressOption

Description

Information regarding addresses

Fields
Input Field Description
sharedAddressesAffiliationId - String Affiliation ID with 'Shared address' role to provide parent organization address
participantAddresses - ParticipantAddresses Information regarding participant addresses
Example
{
  "sharedAddressesAffiliationId": "abc123",
  "participantAddresses": ParticipantAddresses
}

AffiliationInactiveReason

Values
Enum Value Description

REMOVED

RESIGNED

RETIRED

DECEASED

OTHER

Example
"REMOVED"

AffiliationRegistrationOption

Description

Information regarding a registration

Fields
Input Field Description
id - ID! ID of registration container
uid - UUID! UID of the corresponding registration
Example
{
  "id": "4",
  "uid": "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9"
}

AffiliationRoleName

Values
Enum Value Description

SHARED_ADDRESS

DIRECTOR

GENERAL_PARTNER

INCORPORATOR

MANAGER

MEMBER

OFFICER

PARTNER

SIGNATORY

TRUSTEE

ULTIMATE_BENEFICIAL_OWNER

AGENT

RESPONSIBLE

CONTACT

OTHER_PROFESSIONAL

ORGANIZATION

Example
"SHARED_ADDRESS"

AffiliationSortDirection

Values
Enum Value Description

ASC

DESC

Example
"ASC"

AffiliationSortField

Values
Enum Value Description

TARGET_NAME

PARTICIPANT_NAME

ROLE_AND_TITLE

STATUS

START_DATE

END_DATE

Example
"TARGET_NAME"

AffiliationStaticTitle

Values
Enum Value Description

REGISTERED_OFFICE

RECORDS_OFFICE

SHARED_ADDRESS

DIRECTOR

ALTERNATE

CHAIR

DE_FACTO

EXECUTIVE

FIRST_DIRECTOR

INDEPENDENT

LEAD

MANAGING

NOMINEE

NON_EXECUTIVE

OTHER

SHADOW

ASSISTANT_SECRETARY

ASSISTANT_TREASURER

AUTHORIZED_SIGNING_OFFICER

CHAIR_PERSON

CHAIRMAN

CHAIRWOMAN

CHIEF_ADMINISTRATIVE_OFFICER

CHIEF_EXECUTIVE_OFFICER

CHIEF_FINANCIAL_OFFICER

CHIEF_INVESTMENT_OFFICER

CHIEF_INFORMATION_OFFICER

CHIEF_MANAGER

CHIEF_OPERATING_OFFICER

CHIEF_TECHNOLOGY_OFFICER

COMPTROLLER

EXECUTIVE_DIRECTOR

MANAGING_DIRECTOR

GENERAL_MANAGER

PRESIDENT

SECRETARY

TREASURER

VICE_PRESIDENT

VICE_CHAIR

GENERAL

BANKING

CONTRACTS

ADDRESS_FOR_SERVICE

AGENT

AGENT_FOR_SERVICE

APPLICANT

ATTORNEY_FOR_SERVICE

RECOGNIZED_AGENT

RECORD_KEEPER

REGISTERED_AGENT

LAW_CLERK

LAWYER

PARALEGAL

AGENT_CONTACT

ALTERNATE_CONTACT

BILLING_CONTACT

CLIENT_CONTACT

CONTACT

ACCOUNTANT

AUDITOR

BANKER

CREDITOR

LIQUIDATOR

OPPOSING_COUNSEL

EMPLOYER

ORGANIZATION

Example
"REGISTERED_OFFICE"

Alias

Fields
Field Name Description
name - String Name of the affiliation
firstName - String First Name of the affiliation (if applicable)
lastName - String Last Name of the affiliation (if applicable)
middleName - String Middle Name of the affiliation (if applicable)
Example
{
  "name": "abc123",
  "firstName": "xyz789",
  "lastName": "abc123",
  "middleName": "xyz789"
}

Boolean

Description

The Boolean scalar type represents true or false.

Bylaw

Fields
Field Name Description
name - String Entity bylaw name
enactedDate - Date Entity bylaw enacted date
repealedDate - Date Entity bylaw repealed date
Example
{
  "name": "xyz789",
  "enactedDate": "2007-12-03",
  "repealedDate": "2007-12-03"
}

BylawInput

Fields
Input Field Description
name - String Entity bylaw name
enactedDate - Date Entity bylaw enacted date
repealedDate - Date Entity bylaw repealed date
Example
{
  "name": "abc123",
  "enactedDate": "2007-12-03",
  "repealedDate": "2007-12-03"
}

CREATION_TYPES

Values
Enum Value Description

AMALGAMATED_OR_MERGED

CONTINUED_OR_REDOMICILED

INCORPORATED

ORGANIZED

REGISTERED

NOT_INDICATED

Example
"AMALGAMATED_OR_MERGED"

CUSTOM_DROPDOWN_ENUM

Values
Enum Value Description

ADDRESS_OTHER

AFFILIATION_OTHER_TYPE

AGENT

CASH_DIVIDEND_TAX_CATEGORY

COMMITTEE

COMPANY_GROUPS

CONTACT

CONTROLLER

DIRECTOR

GENERAL_PARTNER

GOVERNING_ACTS

INCORPORATOR

INSTRUCTION

MANAGER

MEMBER

OFFICER

ORGANIZATION

OTHER

OTHER_PROFESSIONAL

PARTNER

REGISTRATION_OTHER

RESPONSIBLE

RESPONSIBLE_OFFICES

SHARED_ADDRESS

SIGNATORY

TRUSTEE

ULTIMATE_BENEFICIAL_OWNER

Example
"ADDRESS_OTHER"

CapitalStructureKind

Values
Enum Value Description

CASH

UNITS

SHARES

PERCENTAGE

Example
"CASH"

CombineAddressesOptions

Description

Combine addresses params

Fields
Input Field Description
retiringAddressesIds - [UUID!]! Retiring addresses' ids
survivingAddressId - UUID! Surviving address' id
containerId - ID! Address container id the addresses belong to
Example
{
  "retiringAddressesIds": [
    "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9"
  ],
  "survivingAddressId": "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9",
  "containerId": "4"
}

CombineAddressesResponse

Fields
Field Name Description
survivingAddressId - UUID! Surviving address' id
Example
{
  "survivingAddressId": "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9"
}

CombineEntitiesOptions

Description

Combine entities params

Fields
Input Field Description
retiringEntityId - ID! Retiring entity's id
survivingEntityId - ID! Surviving entity's id
accessGroupsIds - [ID!]! Surviving entity's accessGroupsIds
Example
{
  "retiringEntityId": 4,
  "survivingEntityId": 4,
  "accessGroupsIds": ["4"]
}

CombineEntitiesResponse

Fields
Field Name Description
survivingEntityId - ID! Surviving entity's id
Example
{"survivingEntityId": "4"}

CombinePeopleOptions

Description

Combine people params

Fields
Input Field Description
retiringPersonId - ID! Retiring person's id
survivingPersonId - ID! Surviving person's id
accessGroupsIds - [ID!]! Surviving person's accessGroupsIds
Example
{
  "retiringPersonId": "4",
  "survivingPersonId": "4",
  "accessGroupsIds": [4]
}

CombinePeopleResponse

Fields
Field Name Description
survivingPersonId - ID! Surviving person's id
Example
{"survivingPersonId": "4"}

Communication

Description

Email and phone values that are associated with the particular item

Fields
Field Name Description
label - String Type of the communication (email, phone, etc..)
value - String Value of the communication
Example
{
  "label": "abc123",
  "value": "abc123"
}

CompanyGroups

Fields
Field Name Description
name - String Name of the company group
status - String Status of the company group
Example
{
  "name": "abc123",
  "status": "abc123"
}

Component

Description

Address components, made up of different categories of address fields (street, street no, apartment no, etc....)

Fields
Field Name Description
value - String street address value
name - String street address name (street, street no, etc...)
Example
{
  "value": "xyz789",
  "name": "abc123"
}

CreateAddressCommunication

Description

Email and phone values that are associated with the particular item

Fields
Input Field Description
label - AddressCommunicationLabel! Type of the communication (email, phone, etc..)
labelOther - String Custom label if label chosen as 'Other'
value - String! Value of the communication
description - String Description of the communication
Example
{
  "label": "CELL_PHONE",
  "labelOther": "abc123",
  "value": "abc123",
  "description": "xyz789"
}

CreateAddressComponent

Description

Address components, made up of different categories of address fields (street, street no, apartment no, etc....)

Fields
Input Field Description
name - AddressComponentName! Street address name (street, street no, etc...)
value - String! Street address value
Example
{"name": "ATTENTION", "value": "abc123"}

CreateAddressCustomFieldOptions

Fields
Input Field Description
name - String! Name of custom address field
Example
{"name": "xyz789"}

CreateAddressCustomFieldResponse

Fields
Field Name Description
id - String Unique record ID
name - String Name of custom address field
Example
{
  "id": "abc123",
  "name": "xyz789"
}

CreateAddressOptions

Description

Create address params

Fields
Input Field Description
containerId - ID Id of the address container the address will be appended to. Required if neither personId nor entityId is provided
personId - ID Id of the person the address will be created for. Required if neither containerId nor entityId is provided
entityId - ID Id of the entity the address will be created for. Required if neither containerId nor personId is provided
locationType - AddressLocationType! Location/address type
customLocationTypeId - String Custom location/address type ID
status - AddressStatus Status of the address
country - String Country of the address
provinceState - String Province or state of the address
city - String City of the address
postalZip - String Postal / zip of the address
components - [CreateAddressComponent] Array of address street values (street, street no, apartment no, etc...)
communications - [CreateAddressCommunication] Communications relevant to the address
notes - String Address notes
effectiveDate - Date Address effective date
endDate - Date Address end date
Example
{
  "containerId": 4,
  "personId": 4,
  "entityId": 4,
  "locationType": "BUSINESS",
  "customLocationTypeId": "abc123",
  "status": "INACTIVE",
  "country": "xyz789",
  "provinceState": "abc123",
  "city": "abc123",
  "postalZip": "abc123",
  "components": [CreateAddressComponent],
  "communications": [CreateAddressCommunication],
  "notes": "xyz789",
  "effectiveDate": "2007-12-03",
  "endDate": "2007-12-03"
}

CreateAddressResponse

Description

Information regarding created address

Fields
Field Name Description
id - UUID! Id of the created address
name - String Name of the created address
Example
{
  "id": "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9",
  "name": "xyz789"
}

CreateAffiliationOptions

Description

Create affiliation params

Fields
Input Field Description
targetID - ID! Id of a target member of the affiliation. Act as parent in the relationship, can not be a person.
participantID - ID! Id of a participant member of the affiliation
role - AffiliationRoleName! Role of the affiliation (Refers to 'Type' on the frontend UI)
staticTitle - AffiliationStaticTitle Static title of the affiliation (Refers to 'Role' on the frontend UI)
customTitleId - ID ID of a custom title of the affiliation if it exist. If 'staticTitle' = Other, required field. If != Other, not allowed
note - String Note of the affiliation
inactiveReason - AffiliationInactiveReason Reason why principal was inactivated. Should be filled the 'endDate' field
interestDesc - String Interest description of the affiliation. Optional text field for 'Ultimate Beneficial Owners'
startDate - Date Start date of the affiliation in format "YYYY-MM-DD"
endDate - Date End date of the affiliation in format "YYYY-MM-DD"
addresses - AffiliationAddressOption Address ids associated with the affiliation
registration - AffiliationRegistrationOption UID of the corresponding registration. Null if registration is home jurisdiction
Example
{
  "targetID": 4,
  "participantID": "4",
  "role": "SHARED_ADDRESS",
  "staticTitle": "REGISTERED_OFFICE",
  "customTitleId": "4",
  "note": "abc123",
  "inactiveReason": "REMOVED",
  "interestDesc": "xyz789",
  "startDate": "2007-12-03",
  "endDate": "2007-12-03",
  "addresses": AffiliationAddressOption,
  "registration": AffiliationRegistrationOption
}

CreateAffiliationResponse

Description

Information regarding created affiliation

Fields
Field Name Description
id - ID! Id of the created affiliation
name - String! Name of the created affiliation
Example
{"id": 4, "name": "abc123"}

CreateIssuanceTransactionCertificate

Fields
Input Field Description
uncertificated - Boolean Indicates if shares are uncertificated. Defaults to false if not provided
lienEncumbrance - Boolean Indicates lien encumbrance. Defaults to false if not provided
certificateLegend - String Certificate's legend
note - String Certificate's note
certificateCode - String Transaction's certificate code. Will be retrieved from shareclass if not provided. Can't be provided if "uncertificated" is true
certificateNumber - Float Transaction's certificate number. Next available number will be retrieved from shareclass if not provided. Can't be provided if "uncertificated" is true
certificateIndex - Int Transaction's certificate index. Next available index will be retrieved from shareclass if not provided
Example
{
  "uncertificated": false,
  "lienEncumbrance": false,
  "certificateLegend": "abc123",
  "note": "abc123",
  "certificateCode": "xyz789",
  "certificateNumber": 987.65,
  "certificateIndex": 123
}

CreateIssuanceTransactionOptions

Fields
Input Field Description
shareclassId - ID! Shareclass' id the transaction will be associated with
shareholdingId - ID! Shareholding' id the transaction will be associated with
numShares - Float! Transaction's number of shares
transactionType - TransactionIssuanceType Transaction's type. Defaults to "Issuance" if not provided
status - TransactionStatus Transaction's status. Defaults to "pending" if not provided
transactionDate - Date Transaction's date. Defaults to blank date (empty string) if not provided
resolutionDate - Date Transaction's resolution date. Defaults to transactionDate if not provided
pricePerShare - Float Transaction's price per share. Provide if totalConsideration is not specified, otherwise will be calculated based on totalConsideration
totalConsideration - Float Transaction's total consideration. Provide if pricePerShare is not specified, otherwise will be calculated based on pricePerShare
currencyCode - String! Transaction's currency code
otherConsideration - String Transaction's other consideration
useOnRegister - String
useOnRegisterFrom - String
useOnRegisterTo - String
certificates - [CreateIssuanceTransactionCertificate] Transaction's certificates. Currently, only one certificate can be provided
Example
{
  "shareclassId": "4",
  "shareholdingId": 4,
  "numShares": 987.65,
  "transactionType": "ISSUANCE",
  "status": "CONFIRMED",
  "transactionDate": "2007-12-03",
  "resolutionDate": "2007-12-03",
  "pricePerShare": 123.45,
  "totalConsideration": 123.45,
  "currencyCode": "abc123",
  "otherConsideration": "abc123",
  "useOnRegister": "abc123",
  "useOnRegisterFrom": "xyz789",
  "useOnRegisterTo": "abc123",
  "certificates": [CreateIssuanceTransactionCertificate]
}

CreateIssuanceTransactionResponse

Fields
Field Name Description
id - ID! Id of the created transaction
Example
{"id": 4}

CreatePersonCommunication

Fields
Input Field Description
description - String Person's communication description
label - PersonCommunicationLabel! Person's communication label
labelOther - String Custom label if label chosen as 'Other'
ranking - UpdatePersonCommunicationRanking Person's communication ranking
value - String! Person's communication value
Example
{
  "description": "xyz789",
  "label": "BUSINESS_EMAIL",
  "labelOther": "xyz789",
  "ranking": UpdatePersonCommunicationRanking,
  "value": "xyz789"
}

CreatePersonOptions

Description

Create person params

Fields
Input Field Description
accessGroupsIds - [ID!]! Person's accessGroupsIds
profile - CreatePersonProfile! Person's profile input params
status - PersonStatus Person's status enum
communications - [CreatePersonCommunication] Person's communications
customFields - [CustomFieldInput!] Values for custom fields on the person. Each dynafielddefID can appear at most once on each person.
Example
{
  "accessGroupsIds": [4],
  "profile": CreatePersonProfile,
  "status": "CONFIRMED",
  "communications": [CreatePersonCommunication],
  "customFields": [CustomFieldInput]
}

CreatePersonProfile

Fields
Input Field Description
aliases - [CreatePersonProfileAlias] Person's aliases
initials - String Person's initials
firstName - String! Person's first name
middleName - String Person's middle name
lastName - String! Person's last name
notes - String Person's notes
gender - PersonProfileGender Person's gender
dateOfBirth - Date Person's date of birth in YYYY-MM-DD format
designation - String Person's designation
directorNumber - String Person's director number
driversLicense - String Person's drivers license
driversLicenseExpiryDate - Date Person's drivers license expiry date in YYYY-MM-DD format
fincenId - String Person's fincen id
greeting - String Person's greeting
occupation - String Person's occupation
passportExpiryDate - Date Person's passport expiry date in YYYY-MM-DD format
passportNumber - String Person's passport number
ssn - String Person's ssn
tags - [String] Person's tags
taxCountry - String ISO 3166 Alpha-2 code for country. Corresponds to jurisdictionCountry field. Required if taxRegion is specified
taxRegion - String ISO 3166-2 code for subdivisions. Corresponds to homeJurisdiction.
title - PersonTitle Person's title
personStatus - PersonProfilePersonStatus Person's profile status
Example
{
  "aliases": [CreatePersonProfileAlias],
  "initials": "xyz789",
  "firstName": "abc123",
  "middleName": "xyz789",
  "lastName": "abc123",
  "notes": "xyz789",
  "gender": "FEMALE",
  "dateOfBirth": "2007-12-03",
  "designation": "abc123",
  "directorNumber": "xyz789",
  "driversLicense": "xyz789",
  "driversLicenseExpiryDate": "2007-12-03",
  "fincenId": "xyz789",
  "greeting": "abc123",
  "occupation": "abc123",
  "passportExpiryDate": "2007-12-03",
  "passportNumber": "abc123",
  "ssn": "xyz789",
  "tags": ["abc123"],
  "taxCountry": "abc123",
  "taxRegion": "xyz789",
  "title": "MISTER",
  "personStatus": "ACTIVE"
}

CreatePersonProfileAlias

Fields
Input Field Description
firstName - String! Person's alias first name
lastName - String! Person's alias last name
middleName - String Person's alias middle name
Example
{
  "firstName": "abc123",
  "lastName": "abc123",
  "middleName": "abc123"
}

CreatePersonResponse

Fields
Field Name Description
id - ID! Created person's id
name - String! Created person's name
Example
{
  "id": "4",
  "name": "abc123"
}

CreateRegistrationFields

Fields
Input Field Description
entityId - ID! Unique ID of the entity that is associated with the registration
type - CreateType! Type of registration
typeOther - ID For Type "Other" of registration, store the free form type here
name - String Name of the registration
assumedName - Boolean Does the registration use assumed name
hasOperationAddress - Boolean Does the registration have an operation addres
jurisdictionCounty - String County of the registration. Only apply when country is US
country - String! ISO 3166 Alpha-2 code for country. Corresponds to jurisdictionCountry field
region - String! ISO 3166-2 code for subdivisions. Corresponds to homeJurisdiction and jurisdictionRegion field
bringForwardDate - String Corresponds to the bringForwardDate field in the response, should be YYYY-MM-DD format. The exception would be for Home Registrations which can be YYYY-MM-DD or MM-DD formats
registrationExpiry - String Corresponds to the registrationExpiry field in the response, should be YYYY-MM-DD format
registrationLastFiledDate - Date Corresponds to the registrationLastFiledDate field in the response, should be YYYY-MM-DD format
matterNumber - String A string that filters based on the registration's matter number
registrationNumber - String A string that represents the registration number
registryId - String A string that represents the registry id
fileNumber - String A string that represents the file number
applicationNumber - String A string that represents the application number
ownershipPercentage - String A string that represents the ownership percentage, only applicable on Property/Land registrations
clientNumber - String A string that represents the client number
instructionIDs - [ID] An array of IDs that represents the instructions for the registration
responsibleOfficeID - ID An ID that represents the responsible office for the registration
notes - String Notes for the registration
status - StatusType Status of the registration
registrationDate - String Registration date of the registration, should be YYYY-MM-DD format
endDate - String End date of the registration, should be YYYY-MM-DD format
Example
{
  "entityId": "4",
  "type": "FOREIGN_QUALIFICATION",
  "typeOther": 4,
  "name": "abc123",
  "assumedName": false,
  "hasOperationAddress": false,
  "jurisdictionCounty": "xyz789",
  "country": "abc123",
  "region": "abc123",
  "bringForwardDate": "abc123",
  "registrationExpiry": "xyz789",
  "registrationLastFiledDate": "2007-12-03",
  "matterNumber": "abc123",
  "registrationNumber": "xyz789",
  "registryId": "abc123",
  "fileNumber": "xyz789",
  "applicationNumber": "abc123",
  "ownershipPercentage": "abc123",
  "clientNumber": "xyz789",
  "instructionIDs": [4],
  "responsibleOfficeID": "4",
  "notes": "xyz789",
  "status": "PENDING",
  "registrationDate": "xyz789",
  "endDate": "abc123"
}

CreateShareclassOptions

Fields
Input Field Description
authAmount - Float Number of authorized shares, defaults to 100 if capital type is set to Percentage, otherwise to 0
capitalType - CapitalStructureKind Capital type of the shareclass, defaults to Shares
certificateCode - String Unique certificate id number or assigned code, defaults to *
certificateLegend - String Statement on a stock certificate noting restrictions on the transfer of the stock
createdDate - Date Legal date of creation, defaults to entity formation date or current date if the formation date is missing
entityId - ID! Id of the entity the shareclass will be created for
hasSpecialRights - Boolean Indicates whether the shareclass will have special rights, defaults to false
name - String! Name of the shareclass
optionCode - String Unique option id number or assigned code
parCurrency - String Currency of the par value, defaults to the entity's default currency
parValue - Float Minimum price shares may be issued at, defaults to 0
redemptionCurrency - String Currency of the redemption price
redemptionNotes - String Description of the redemption
redemptionPrice - Float Price at which the shareclass is redeemable
removalDate - Date Date of removal
series - Boolean Indicates whether the shareclass is a series, defaults to false
seriesParentClassId - ID Id of the parent shareclass
shareTerms - [String] Specified share terms for the shareclass
specialRights - CreateShareclassSpecialRights Special rights of the shareclass
status - ShareclassStatus Status of the shareclass, defaults to pending
transferRestrictions - CreateShareclassTransferRestrictions Transfer restrictions of the shareclass
votesPerShare - Float Number of votes per share, defaults to 1
votingRights - Boolean Indicates whether the shareclass has voting rights, defaults to true
warrantCode - String Unique warrant id number or assigned code
Example
{
  "authAmount": 987.65,
  "capitalType": "CASH",
  "certificateCode": "xyz789",
  "certificateLegend": "xyz789",
  "createdDate": "2007-12-03",
  "entityId": "4",
  "hasSpecialRights": true,
  "name": "xyz789",
  "optionCode": "xyz789",
  "parCurrency": "xyz789",
  "parValue": 987.65,
  "redemptionCurrency": "xyz789",
  "redemptionNotes": "xyz789",
  "redemptionPrice": 123.45,
  "removalDate": "2007-12-03",
  "series": false,
  "seriesParentClassId": "4",
  "shareTerms": ["abc123"],
  "specialRights": CreateShareclassSpecialRights,
  "status": "CONFIRMED",
  "transferRestrictions": CreateShareclassTransferRestrictions,
  "votesPerShare": 123.45,
  "votingRights": false,
  "warrantCode": "abc123"
}

CreateShareclassResponse

Fields
Field Name Description
id - ID! Id of the shareclass
name - String! Name of the shareclass
Example
{"id": 4, "name": "abc123"}

CreateShareclassSpecialRights

Fields
Input Field Description
allowShareDividends - Boolean Indicates whether the shareclass has dividends in shares, defaults to false
convertible - Boolean Indicates whether the shareclass is convertible, defaults to false
lien - Boolean Indicates whether the shareclass has a lien, defaults to false
noDividends - Boolean Indicates whether the shareclass has no dividends, defaults to false
otherNote - String Notes about the shareclass
participating - Boolean Indicates whether the shareclass has participating rights, defaults to false
participatingUponDissolution - Boolean Indicates whether the shareclass has participating rights upon dissolution, defaults to false
redeemable - Boolean Indicates whether the shareclass is redeemable, defaults to false
restrictOnPayment - Boolean Indicates whether the shareclass has restrictions on payment, defaults to false
retractable - Boolean Indicates whether the shareclass is retractable, defaults to false
Example
{
  "allowShareDividends": true,
  "convertible": false,
  "lien": true,
  "noDividends": true,
  "otherNote": "xyz789",
  "participating": true,
  "participatingUponDissolution": false,
  "redeemable": true,
  "restrictOnPayment": false,
  "retractable": true
}

CreateShareclassTransferRestrictions

Fields
Input Field Description
dragAlong - Boolean Indicates whether the shareclass has drag along rights, defaults to false
other - Boolean Indicates whether the shareclass has other rights, defaults to false
otherNote - String Notes about the other rights
rightFirstRefusal - Boolean Indicates whether the shareclass has right of first refusal, defaults to false
tagAlong - Boolean Indicates whether the shareclass has tag along rights, defaults to false
vesting - Boolean Indicates whether the shareclass has vesting rights, defaults to false
Example
{
  "dragAlong": true,
  "other": false,
  "otherNote": "xyz789",
  "rightFirstRefusal": true,
  "tagAlong": false,
  "vesting": false
}

CreateShareholdingOptions

Fields
Input Field Description
shareclassId - ID! Shareclass' id the shareholding will be created for
participants - [CreateShareholdingParticipant!]! Shareholding's participants
customShareholdingName - String Shareholding's custom name. Defaults to participants' names if not provided
addressContainerId - ID Shareholding's address container id. Required if addressId is provided
addressId - UUID Shareholding's address id. Required if addressContainerId is provided
Example
{
  "shareclassId": "4",
  "participants": [CreateShareholdingParticipant],
  "customShareholdingName": "xyz789",
  "addressContainerId": "4",
  "addressId": "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9"
}

CreateShareholdingParticipant

Fields
Input Field Description
recordType - RecordTypes! Participant's record type
recordId - ID! Participant's record id
interestType - ShareholderInterestType Participant's interest type. Defaults to "Legal and beneficial owner" if not provided
Example
{
  "recordType": "PERSON",
  "recordId": 4,
  "interestType": "LEGAL_AND_BENEFICIAL_OWNER"
}

CreateShareholdingResponse

Fields
Field Name Description
id - ID! Id of the created shareholding
Example
{"id": 4}

CreateType

Values
Enum Value Description

FOREIGN_QUALIFICATION

EP_REGISTRATION

BUSINESS_NAMES

TRADEMARKS

TRANSLATIONS

ASSUMED_NAMES

LICENSES

PROPERTY_LAND

OTHER

Example
"FOREIGN_QUALIFICATION"

CustomDropDownOptions

Fields
Input Field Description
kind - CUSTOM_DROPDOWN_ENUM! Unique identifier for the custom dropdown (dropdown kind).
Example
{"kind": "ADDRESS_OTHER"}

CustomDropDownType

Fields
Field Name Description
id - ID! Unique identifier for the custom dropdown.
name - String The designated name of the props.
kind - String The designated kind of the props.
createdDate - String Timestamp of when the prop was initially created.
modifiedDate - String Timestamp of when the prop was last modified - matches creation date if never.
Example
{
  "id": 4,
  "name": "abc123",
  "kind": "abc123",
  "createdDate": "abc123",
  "modifiedDate": "abc123"
}

CustomEntitySubtype

Fields
Field Name Description
value - String
status - String
Example
{
  "value": "xyz789",
  "status": "abc123"
}

CustomField

Fields
Field Name Description
id - ID! Id of the custom field
dynafielddefID - ID! definition of the custom field
values - [CustomFieldValue] values of the custom field
label - String label of the custom field
kind - String kind of the custom field
required - Boolean whether the custom field is required
tooltip - String tooltip of the custom field
Example
{
  "id": 4,
  "dynafielddefID": 4,
  "values": [CustomFieldValueRegularItem],
  "label": "xyz789",
  "kind": "abc123",
  "required": true,
  "tooltip": "xyz789"
}

CustomFieldInput

Fields
Input Field Description
dynafielddefID - ID id of the custom field definition, required when an existing id is not provided
id - ID id of the custom field value on an existing profile, required when a field definition id is not provided
values - [String] values of the custom field
Example
{
  "dynafielddefID": 4,
  "id": 4,
  "values": ["xyz789"]
}

CustomFieldValue

Example
CustomFieldValueRegularItem

CustomFieldValueListItem

Fields
Field Name Description
id - ID! id of the list value
value - String name of the list value
Example
{
  "id": "4",
  "value": "abc123"
}

CustomFieldValueRegularItem

Fields
Field Name Description
value - String value of the custom field
Example
{"value": "xyz789"}

CustomLocationType

Description

Custom location/address type with the particular item

Fields
Field Name Description
id - ID Custom location/address type ID
name - String Custom location/address value
Example
{
  "id": "4",
  "name": "abc123"
}

DEFAULT_CURRENCY

Values
Enum Value Description

CAD

USD

ADP

AED

AFA

AFN

ALK

ALL

AMD

ANG

AOA

AOK

AON

AOR

ARA

ARL

ARM

ARP

ARS

ATS

AUD

AWG

AZM

AZN

BAD

BAM

BAN

BBD

BDT

BEC

BEF

BEL

BGL

BGM

BGN

BGO

BHD

BIF

BMD

BND

BOB

BOL

BOP

BOV

BRB

BRC

BRE

BRL

BRN

BRR

BRZ

BSD

BTN

BUK

BWP

BYB

BYN

BYR

BZD

CDF

CHE

CHF

CHW

CLE

CLF

CLP

CNH

CNX

CNY

COP

COU

CRC

CSD

CSK

CUC

CUP

CVE

CYP

CZK

DDM

DEM

DJF

DKK

DOP

DZD

ECS

ECV

EEK

EGP

ERN

ESA

ESB

ESP

ETB

EUR

FIM

FJD

FKP

FRF

GBP

GEK

GEL

GHC

GHS

GIP

GMD

GNF

GNS

GQE

GRD

GTQ

GWE

GWP

GYD

HKD

HNL

HRD

HRK

HTG

HUF

IDR

IEP

ILP

ILR

ILS

INR

IQD

IRR

ISJ

ISK

ITL

JMD

JOD

JPY

KES

KGS

KHR

KMF

KPW

KRH

KRO

KRW

KWD

KYD

KZT

LAK

LBP

LKR

LRD

LSL

LTL

LTT

LUC

LUF

LUL

LVL

LVR

LYD

MAD

MAF

MCF

MDC

MDL

MGA

MGF

MKD

MKN

MLF

MMK

MNT

MOP

MRO

MRU

MTL

MTP

MUR

MVP

MVR

MWK

MXN

MXP

MXV

MYR

MZE

MZM

MZN

NAD

NGN

NIC

NIO

NLG

NOK

NPR

NZD

OMR

PAB

PEI

PEN

PES

PGK

PHP

PKR

PLN

PLZ

PTE

PYG

QAR

RHD

ROL

RON

RSD

RUB

RUR

RWF

SAR

SBD

SCR

SDD

SDG

SDP

SEK

SGD

SHP

SIT

SKK

SLL

SOS

SRD

SRG

SSP

STD

STN

SUR

SVC

SYP

SZL

THB

TJR

TJS

TMM

TMT

TND

TOP

TPE

TRL

TRY

TTD

TWD

TZS

UAH

UAK

UGS

UGX

USN

USS

UYI

UYP

UYU

UYW

UZS

VEB

VEF

VES

VND

VNN

VUV

WST

XAF

XAG

XAU

XBA

XBB

XBC

XBD

XCD

XDR

XEU

XFO

XFU

XOF

XPD

XPF

XPT

XRE

XSU

XTS

XUA

XXX

YDD

YER

YUD

YUM

YUN

YUR

ZAL

ZAR

ZMK

ZMW

ZRN

ZRZ

ZWD

ZWL

ZWR

Example
"CAD"

DIRECTOR_QUORUM

Values
Enum Value Description

ALL

MAJORITY

TWO

THREE

NOT_INDICATED

Example
"ALL"

Date

Example
"2007-12-03"

DateRange

Description

Date range parameters. Both sides of the range ane inclusive If only a lower bound is provided, the upper range is unbound and vice versa Dates should be in the YYYY-MM-DD format.

Fields
Input Field Description
after - Date
before - Date
Example
{
  "after": "2007-12-03",
  "before": "2007-12-03"
}

DateTime

Example
"2007-12-03T10:15:30Z"

DeleteAddressCustomFieldOptions

Fields
Input Field Description
id - String! Unique address custom field ID
Example
{"id": "abc123"}

DeleteAddressCustomFieldResponse

Fields
Field Name Description
id - String! Unique address custom field ID
name - String! Value/name of custom address field
status - String! Status of custom address field
Example
{
  "id": "abc123",
  "name": "abc123",
  "status": "xyz789"
}

DeleteAddressOptions

Description

Delete address params

Fields
Input Field Description
containerId - ID! Id of the address container
id - UUID! Id of the address
Example
{
  "containerId": "4",
  "id": "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9"
}

DeleteAddressResponse

Description

Information regarding updated address

Fields
Field Name Description
id - UUID! Id of the updated address
Example
{
  "id": "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9"
}

DeleteAffiliationOptions

Description

Delete affiliation params

Fields
Input Field Description
affiliationId - ID! ID of the affiliation
Example
{"affiliationId": 4}

DeletedAffiliationResponse

Description

Information regarding deleted affiliation

Fields
Field Name Description
id - String! ID of the affiliation
Example
{"id": "xyz789"}

Directory

Types
Union Types

Document

Folder

Example
Document

Document

Fields
Field Name Description
fileName - String! Name of the document
createdDate - String! Document created date
fileType - String! Document file type
attachmentId - String! An ID of Document attachment
contractId - String! Contract ID for current document
path - String! Path to file (e.g. breadcrumbs).
Example
{
  "fileName": "abc123",
  "createdDate": "xyz789",
  "fileType": "abc123",
  "attachmentId": "abc123",
  "contractId": "abc123",
  "path": "xyz789"
}

DocumentMinuteBookOptions

Description

Minute Book document query params

Fields
Input Field Description
entityId - ID! Unique Entity ID
folderId - ID Folder id to retrieve folder content at any level of nesting.
Example
{"entityId": 4, "folderId": "4"}

DocumentOptions

Description

Document query params

Fields
Input Field Description
recordId - ID! Unique Person ID or Entity ID
recordType - RecordTypes! Type of the record to get documents for.
folderId - ID Folder id to retrieve folder content at any level of nesting.
Example
{"recordId": 4, "recordType": "PERSON", "folderId": 4}

EFileDateRange

Description

Date range parameters. Both bounds are required Dates should be in the YYYY-MM-DD format.

Fields
Input Field Description
after - Date!
before - Date!
Example
{
  "after": "2007-12-03",
  "before": "2007-12-03"
}

EFileOrder

Fields
Field Name Description
id - ID! Unique ID of the entity
orderDate - String
clientMatterNumber - String
user - String
companyName - String
serviceCode - String
description - String
orderNumber - String
responsibleOffice - String
governmentFee - String
efileItemSubtotal - String
taskTags - [String]
taskDetails - String
Example
{
  "id": 4,
  "orderDate": "abc123",
  "clientMatterNumber": "abc123",
  "user": "abc123",
  "companyName": "abc123",
  "serviceCode": "xyz789",
  "description": "abc123",
  "orderNumber": "abc123",
  "responsibleOffice": "xyz789",
  "governmentFee": "abc123",
  "efileItemSubtotal": "xyz789",
  "taskTags": ["xyz789"],
  "taskDetails": "abc123"
}

ENTITY_COMMUNICATION_TYPE

Values
Enum Value Description

CELL_PHONE

DIRECT_LINE

EMAIL

FAX

HOME_PHONE

MAIN_LINE

PERSONAL_EMAIL

BUSINESS_EMAIL

PHONE

PROFILE

TOLL_FREE

WEBSITE

WORK_PHONE

OTHER

Example
"CELL_PHONE"

ENTITY_FILE_STATUS

Values
Enum Value Description

ACTIVE

DISSOLVED

AMALGAMATED_OR_MERGED

DISCONTINUED

INACTIVE

UNKNOWN

NOT_INDICATED

Example
"ACTIVE"

ENTITY_PROFESSION_TYPE

Values
Enum Value Description

ACCOUNTANT

ARCHITECT

CHIROPRACTOR

DENTIST

DENTAL_HYGIENIST

DENTURIST

ENGINEER

LAWYER

MASSAGE_THERAPIST

MORTGAGE_BROKER

OPTOMETRIST

PHARMACIST

PHYSICAL_THERAPIST

PHYSICIAN

PODIATRIST

REALTOR

VETERINARIAN

OTHER

Example
"ACCOUNTANT"

ENTITY_STATUS

Values
Enum Value Description

PENDING

CONFIRMED

OUTGOING

LET_DIE

CLOSED

NOT_MANAGED

TEMPLATE

Example
"PENDING"

ENTITY_SUB_TYPE

Values
Enum Value Description

ACCOUNTING_FIRM

BANK

BENEFIT

CLOSE

COMMUNITY_INTEREST

CUSTODIAL

DIVISION

EXEMPT

FOUNDATION

HOME_OWNER_ASSOCIATION

HOUSING

INSURANCE

INVESTMENT

IRREVOCABLE

JOINT_VENTURE

LAW_FIRM

LIMITED

LIMITED_BY_GUARANTEE

MUNICIPAL_AUTHORITY

MUTUAL_BENEFIT

NON_PROFIT

NOT_FOR_PROFIT

PRIVATE

PRIVATE_INVESTMENT_HOLDING

PROFIT

PROPERTY_OWNER_ASSOCIATION

PUBLIC_BENEFIT

PUBLIC_CHARITY

REAL_ESTATE_INVESTMENT_TRUST

REGISTERED_REGISTERED

REVOCABLE

SERIES

SMALL

TRUST

VENTURE_CAPITAL

NOT_INDICATED

OTHER

Example
"ACCOUNTING_FIRM"

ENTITY_TYPE

Values
Enum Value Description

ASSOCIATION

COMPANY

COOPERATIVE

CORPORATION

DAC

ESTATE

GENERAL_PARTNERSHIP

GMBH

JOINT_VENTURE

LIMITED_PARTNERSHIP

LLC

LLLP

LLP

NPO_ORG

PARTNERSHIP

PLC_PRIVATE

PLC_PUBLIC

FUND

RLLP

SOCIETY

SOLE_PROP

SPC

SYNDICATE

TRUST

ULC_COMPANY

ULC_CORP

NOT_INDICATED

Example
"ASSOCIATION"

EXCHANGE_ENUM

Values
Enum Value Description

ASX

CSE

EURONEXT

FSX

HKEX

JPX

LSE

NASDAQ

NEO

NEX

NYSE

NZX

OTCBB

OTCQX

SSE

SZSE

TSX

TSXV

Example
"ASX"

Entity

Description

Information regarding entities

Fields
Field Name Description
name - String! Name of the entity
id - ID! Unique ID of the entity
authShareCapital - String Entity's authorized share capital
bankingAuthority - String Entity's banking signing authority
bringForwardHomeMonthDay - MonthDay Date for home report bring forward MM-DD format
bringForwardHomeYear - YearScalar Year for home report bring forward. YYYY format
bringForwardResolutionMonthDay - MonthDay Date for resolution bring forward. MM-DD format
bringForwardResolutionYear - YearScalar Year for resolution bring forward. YYYY format
bylaws - [Bylaw] Entity's bylaws
bylawsNotes - String Notes concerning entity bylaws
cancellationDate - Date Entity cancellation date
prevNames - [EntityPrevName]! List of the entity's previous names
cancellationMemo - String Entity cancellation memo
certificateAuthority - String Entity certificate signing authority
createdDate - Date Entity creation date
clientNumber - String Entity's client number
communications - [EntityCommunication]! Information about communications of the entity
country - String ISO 3166 Alpha-2 code for country
county - String Entity jurisdiction county
corporateSeal - Boolean! Indicates if the entity has a corporate seal
creation - String Creation type of the entity
currencyPrecision - Int Entity administration currency decimal places
customDate - Date Entity custom date
customFields - [CustomField!] Values for custom fields on the entity
defaultCurrency - String Default currency of the entity
directorCastingVote - Boolean! Entity chair has casting vote
directorPowersRestricted - Boolean! Entity director powers are restricted
directorQuorum - String Entity director meeting quorum
directorTeleVideo - Boolean! Entity Directors may meet by telephone or video conference
directorsMax - Int Entity maximum number of directors
directorsMin - Int Entity minimum number of directors
documentNumber - String Entity focument file number
duplicateMinutebook - Boolean! Entity minutebook is at the office
electronicFiling - Boolean! Electronic Filing
entityRegistrationNumber - String Entity's registration number
entityType - String Type of the entity
entityTypeDescription - String Expanded description of the entity's type
entityStatus - String File status of the entity
entitySubType - String Subtype of the entity
exchanges - [String]! List of exchanges that the entity is listed on
fileNumber - String Entity muinutebook number
fileJointTaxReturn - Boolean! Indicates if the entity files a joint tax return
fincenID - String Entity fincen ID
fiscalYearEnd - MonthDay Ending month of entity's fiscal year end MM-DD format
fractionalShares - Boolean! Entity admin fractional shares
generalAuthority - String Entity general signing authority
giin - String Entity Global Intermediary Identification Number
governingAct - [GoverningAct] List of the governing acts associated with the entity
companyGroup - [CompanyGroups] List of the company groups associated with the entity
homeJurisdiction - String Main operating jurisdiction of the entity
homeLastFiled - Date Date the entity's home report was last filed
inPersonMeetings - String Entity has in person meetings
includeAccount - String Entity include account
incorporationDate - Date Date the entity was formed (YYYY-MM-DD)
instructions - [Instruction] List of enabled instructions on the entity
customEntitySubtype - CustomEntitySubtype Custom entity subtype of the entity
language - String Entity language
legalEntityIdentifier - String Entity's legal identifier
localMinutebook - Boolean! Indicates if the minute book for the entity is kept in the office
matterNumber - String Entity matter number
memberCorp - String Entity member type
naicsCode - String Entity NAICS code
natureOfBusiness - String Description about the nature of the entity's business
nextAGM - Date Deadline date for AGM meeting
notes - [Note] Entity's notes
otherProvisions - String Entity articles other provisions
ownershipType - String Entity ownership type
parentWaivedAuditor - Boolean! Entity parent has waived auditor
partnershipCancellationDate - Date Entity partnership cancellation date
partnershipDoNotRenew - Boolean! Entity partnership do not renew
partnershipExpiryDate - Date Entity partnership expiry date
partnershipNoExpiryDate - Boolean! Entity partnership no cancellation date
partnershipRegistrationDate - Date Entity partnership registration date
preemptiveIssuance - Boolean! Entity director has pre-emptive rights on issuance
preemptiveTransfer - Boolean! Entity director has pre-emptive rights on issuance
preferredContact - String Entity's preference for communication
professional - Boolean! Indicates if the entity is marked as professional
professionalCorporationType - String Entity's profession type (if the entity is marked as professional)
professionType - String Entity profession type
professionOther - String Entity profession custom
profileNotes - String Entity compliance notes
proRataRedemption - String Entity directors pro-rata offers not required for redemption
public - Boolean! Boolean indicating whether or not the entity is publicly traded
region - String ISO 3166-2 code for subdivisions. Corresponds to homeJurisdiction field
reportingIssuer - Boolean! Indicates if the entity is the reporting issuer
responsibilities - String Entity's compliance responsibilities
restrictions - String Entity articles business restrictions
resolutionsLastFiled - Date Date the entity's resolution was last filed
shareRestrictionsText - String Entity articles share capital restrictions
shareholderAgreement - Boolean! Entity shareholder agreement in effect
shareholderAgreementDate - Date Entity shareholder agreement date
shareholderAgreementUnanimous - Boolean! Entity shareholder agreement is unanimous
shareholderChairCastVote - Boolean! Entity shareholder chair has casting vote
shareholderQuorum - String Entity shareholder quorum
sharesPrecision - String Entity share decimal points
signAnnualReturn - Boolean! Indicates if the entity signs the annual return
status - String Status of the entity
stockCorp - String Entity stock type
subsidiary - Boolean! Entity is subsidiary
tags - [String]! List of tags associated with the entity
taxCountry - String Entity tax country
taxRegion - String Entity tax region
taxStatus - String Entity tax status
taxStructure - String Entity tax structure
taxID - String Tax ID number for the entity
transferRestrictionsText - String Entity transfer restrictions
transfersDirectorApproval - Boolean! Entity share transfer requires director approval
uniqueId - String Entity unique id identifier
uniqueIdName - String Entity unique id name
votingTrust - Boolean! Entity shareholder voting trust
waivedAuditor - Boolean! Indicates whether or not the entity has waived auditors
waivedAGM - Boolean! Indicates whether or not the entity has waived an Annual General Meeting
waivedFinancials - Boolean! Entity admin fractional shares
registrations - [Registration] Entity registrations
Arguments
affiliations - [Affiliation] Entity affiliations
Example
{
  "name": "xyz789",
  "id": 4,
  "authShareCapital": "abc123",
  "bankingAuthority": "xyz789",
  "bringForwardHomeMonthDay": MonthDay,
  "bringForwardHomeYear": YearScalar,
  "bringForwardResolutionMonthDay": MonthDay,
  "bringForwardResolutionYear": YearScalar,
  "bylaws": [Bylaw],
  "bylawsNotes": "abc123",
  "cancellationDate": "2007-12-03",
  "prevNames": [EntityPrevName],
  "cancellationMemo": "xyz789",
  "certificateAuthority": "abc123",
  "createdDate": "2007-12-03",
  "clientNumber": "xyz789",
  "communications": [EntityCommunication],
  "country": "xyz789",
  "county": "abc123",
  "corporateSeal": true,
  "creation": "xyz789",
  "currencyPrecision": 987,
  "customDate": "2007-12-03",
  "customFields": [CustomField],
  "defaultCurrency": "xyz789",
  "directorCastingVote": false,
  "directorPowersRestricted": true,
  "directorQuorum": "abc123",
  "directorTeleVideo": false,
  "directorsMax": 123,
  "directorsMin": 987,
  "documentNumber": "xyz789",
  "duplicateMinutebook": true,
  "electronicFiling": true,
  "entityRegistrationNumber": "xyz789",
  "entityType": "abc123",
  "entityTypeDescription": "xyz789",
  "entityStatus": "abc123",
  "entitySubType": "abc123",
  "exchanges": ["abc123"],
  "fileNumber": "abc123",
  "fileJointTaxReturn": false,
  "fincenID": "abc123",
  "fiscalYearEnd": MonthDay,
  "fractionalShares": false,
  "generalAuthority": "xyz789",
  "giin": "abc123",
  "governingAct": [GoverningAct],
  "companyGroup": [CompanyGroups],
  "homeJurisdiction": "xyz789",
  "homeLastFiled": "2007-12-03",
  "inPersonMeetings": "abc123",
  "includeAccount": "xyz789",
  "incorporationDate": "2007-12-03",
  "instructions": [Instruction],
  "customEntitySubtype": CustomEntitySubtype,
  "language": "abc123",
  "legalEntityIdentifier": "xyz789",
  "localMinutebook": true,
  "matterNumber": "xyz789",
  "memberCorp": "xyz789",
  "naicsCode": "abc123",
  "natureOfBusiness": "xyz789",
  "nextAGM": "2007-12-03",
  "notes": [Note],
  "otherProvisions": "xyz789",
  "ownershipType": "abc123",
  "parentWaivedAuditor": false,
  "partnershipCancellationDate": "2007-12-03",
  "partnershipDoNotRenew": true,
  "partnershipExpiryDate": "2007-12-03",
  "partnershipNoExpiryDate": false,
  "partnershipRegistrationDate": "2007-12-03",
  "preemptiveIssuance": true,
  "preemptiveTransfer": false,
  "preferredContact": "abc123",
  "professional": false,
  "professionalCorporationType": "abc123",
  "professionType": "xyz789",
  "professionOther": "xyz789",
  "profileNotes": "xyz789",
  "proRataRedemption": "xyz789",
  "public": false,
  "region": "xyz789",
  "reportingIssuer": true,
  "responsibilities": "abc123",
  "restrictions": "abc123",
  "resolutionsLastFiled": "2007-12-03",
  "shareRestrictionsText": "abc123",
  "shareholderAgreement": true,
  "shareholderAgreementDate": "2007-12-03",
  "shareholderAgreementUnanimous": false,
  "shareholderChairCastVote": true,
  "shareholderQuorum": "xyz789",
  "sharesPrecision": "xyz789",
  "signAnnualReturn": true,
  "status": "xyz789",
  "stockCorp": "xyz789",
  "subsidiary": true,
  "tags": ["abc123"],
  "taxCountry": "abc123",
  "taxRegion": "abc123",
  "taxStatus": "xyz789",
  "taxStructure": "xyz789",
  "taxID": "abc123",
  "transferRestrictionsText": "xyz789",
  "transfersDirectorApproval": false,
  "uniqueId": "xyz789",
  "uniqueIdName": "xyz789",
  "votingTrust": true,
  "waivedAuditor": false,
  "waivedAGM": false,
  "waivedFinancials": true,
  "registrations": [Registration],
  "affiliations": [Affiliation]
}

EntityCommunication

Description

Information regarding an communication of the entity

Fields
Field Name Description
id - String Unique Id of the communication
description - String Description of the communication
label - String Entity's communication label. (Refers to 'Type' on the frontend UI)
labelOther - String Custom label if label chosen as 'Other'
value - String Value of the communication
ranking - EntityCommunicationRanking Entity's communication ranking
Example
{
  "id": "abc123",
  "description": "xyz789",
  "label": "abc123",
  "labelOther": "abc123",
  "value": "xyz789",
  "ranking": EntityCommunicationRanking
}

EntityCommunicationInput

Description

Information regarding an communication of the entity

Fields
Input Field Description
description - String Description of the communication
label - ENTITY_COMMUNICATION_TYPE! Entity's communication label. (Refers to 'Type' on the frontend UI)
labelOther - String Custom label if label chosen as 'Other'
value - String! Value of the communication
ranking - EntityCommunicationRankingInput Entity's communication ranking
Example
{
  "description": "abc123",
  "label": "CELL_PHONE",
  "labelOther": "abc123",
  "value": "xyz789",
  "ranking": EntityCommunicationRankingInput
}

EntityCommunicationRanking

Fields
Field Name Description
order - Int!
ranked - Boolean!
Example
{"order": 123, "ranked": true}

EntityCommunicationRankingInput

Fields
Input Field Description
order - Int!
ranked - Boolean!
Example
{"order": 987, "ranked": false}

EntityInput

Description

Input options to create a new entity

Fields
Input Field Description
name - String! Name of the new entity
status - ENTITY_STATUS Status of the entity
accessGroupId - [String]! access group ID of the new entity, from the accessGroups collection
entityType - ENTITY_TYPE Entity type
country - String ISO 3166 Alpha-2 code for country
region - String ISO 3166-2 code for subdivisions. Corresponds to homeJurisdiction field
communications - [EntityCommunicationInput!] Information regarding an communication of the entity
entitySubType - ENTITY_SUB_TYPE Entity sub type if applicable
customEntitySubtypeID - String Custom entity subtype if applicable
entityRegistrationNumber - String Entity registration number
clientNumber - String Entity's client number
fileNumber - String Entity minutebook number
matterNumber - String Entity matter number
incorporationDate - Date Date the entity was formed YYYY-MM-DD
naicsCode - Int NAICS Code of the entity
natureOfBusiness - String Description about the nature of the entity's business
taxStatus - TAX_STATUS Entity tax status
customFields - [CustomFieldInput!] Values for custom fields on the entity. Each dynafielddefID can appear at most once on each entity.
Example
{
  "name": "abc123",
  "status": "PENDING",
  "accessGroupId": ["xyz789"],
  "entityType": "ASSOCIATION",
  "country": "abc123",
  "region": "xyz789",
  "communications": [EntityCommunicationInput],
  "entitySubType": "ACCOUNTING_FIRM",
  "customEntitySubtypeID": "xyz789",
  "entityRegistrationNumber": "xyz789",
  "clientNumber": "xyz789",
  "fileNumber": "abc123",
  "matterNumber": "xyz789",
  "incorporationDate": "2007-12-03",
  "naicsCode": 123,
  "natureOfBusiness": "abc123",
  "taxStatus": "S_CORP",
  "customFields": [CustomFieldInput]
}

EntityNameUpdateFields

Fields
Input Field Description
id - ID! Unique ID of the entity
name - String! Entity name to update
globallyUpdate - Boolean! If TRUE - Globally update all shareholdings to reflect the updated legal name. If FALSE - Review shareholdings within each affiliated entity and use the transaction workflow (Change to Shareholdings) to cancel and re-issue certificates.
addToPreviousNames - Boolean! Include the current name of this entity in the list of previous names
effectiveDate - Date! Effective date of the name change
Example
{
  "id": 4,
  "name": "xyz789",
  "globallyUpdate": true,
  "addToPreviousNames": true,
  "effectiveDate": "2007-12-03"
}

EntityPrevName

Fields
Field Name Description
name - String! Name of the entity
date - Date! Date of the name change in YYYY-MM-DD format
Example
{
  "name": "abc123",
  "date": "2007-12-03"
}

EntityUpdateFields

Fields
Input Field Description
id - ID! Unique ID of the entity
authShareCapital - String Entity's authorized share capital
bankingAuthority - String Entity's banking signing authority
bringForwardHomeMonthDay - MonthDay Date for home report bring forward MM-DD format
bringForwardHomeYear - YearScalar Date for home report bring forward year in YYYY format
bringForwardResolutionMonthDay - MonthDay Date for resolution bring forward in MM-DD format
bringForwardResolutionYear - YearScalar Date for resolution bring forward in YYYY format
bylaws - [BylawInput] bylaw
bylawsNotes - String Notes concerning entity bylaws
cancellationDate - Date Entity cancellation date
cancellationMemo - String Entity cancellation memo
certificateAuthority - String Entity certificate signing authority
clientNumber - String Entity's client number
communications - [EntityCommunicationInput!] Entity's communications
corporateSeal - Boolean Indicates if the entity has a corporate seal
country - String ISO 3166 Alpha-2 code for country
county - String Entity jurisdiction county
creation - CREATION_TYPES Creation type of the entity
currencyPrecision - Float Entity administration currency decimal places
customDate - Date Entity custom date
customFields - [CustomFieldInput!] Values for custom fields on the entity
defaultCurrency - DEFAULT_CURRENCY Default currency of the entity
directorCastingVote - Boolean Entity chair has casting vote
directorPowersRestricted - Boolean Entity director powers are restricted
directorQuorum - DIRECTOR_QUORUM Entity director meeting quorum
directorTeleVideo - Boolean Entity Directors may meet by telephone or video conference
directorsMax - Int Entity maximum number of directors
directorsMin - Int Entity minimum number of directors
documentNumber - String Entity focument file number
duplicateMinutebook - Boolean Entity minutebook is at the office
electronicFiling - Boolean Indicates whether or not the entity uses electronic filing
entityRegistrationNumber - String Entity's registration number
entityStatus - ENTITY_FILE_STATUS File status of the entity
entitySubType - ENTITY_SUB_TYPE Subtype of the entity
entityType - ENTITY_TYPE Type of the entity
entityTypeDescription - String Expanded description of the entity's type
exchanges - [EXCHANGE_ENUM] List of exchanges that the entity is listed on
fileJointTaxReturn - Boolean Indicates if the entity files a joint tax return
fileNumber - String Entity muinutebook number
fincenID - String Entity fincen ID
fiscalYearEnd - MonthDay Ending month of entity's fiscal year end MM-DD format
floatingFiscalYearEnd - String Fiscal year end
fractionalShares - Boolean Entity admin fractional shares
generalAuthority - String Entity general signing authority
giin - String Entity Global Intermediary Identification Number
homeJurisdiction - String Main operating jurisdiction of the entity
homeLastFiled - Date Date the entity's home report was last filed
inPersonMeetings - Boolean Entity has in person meetings
includeAccount - Boolean Entity include account
incorporationDate - Date Date the entity was formed
instructionIds - [String!] instructions
customEntitySubtypeID - String Custom entity subtype for the entity
isFloatingFiscalYearEnd - Boolean Is fiscal year end
legalEntityIdentifier - String Entity's legal identifier
localMinutebook - Boolean Indicates if the minute book for the entity is kept in the office
matterNumber - String Entity matter number
memberCorp - MEMBER_TYPE Entity member type
naicsCode - Int Entity NAICS code
natureOfBusiness - String Description about the nature of the entity's business
nextAGM - Date Deadline date for AGM meeting
otherProvisions - String Entity articles other provisions
ownershipType - String Entity ownership type
parentWaivedAuditor - Boolean Entity parent has waived auditor
partnershipCancellationDate - Date Entity partnership cancellation date
partnershipDoNotRenew - Boolean Entity partnership do not renew
partnershipExpiryDate - Date Entity partnership expiry date
partnershipNoExpiryDate - Boolean Entity partnership no cancellation date
partnershipRegistrationDate - Date Entity partnership registration date
preemptiveIssuance - Boolean Entity director has pre-emptive rights on issuance
preemptiveTransfer - Boolean Entity director has pre-emptive rights on issuance
preferredContact - PREFERENCE_CORRESPONDENCE Entity's preference for communication
proRataRedemption - Boolean Entity directors pro-rata offers not required for redemption
professionOther - String Entity profession custom
professionType - ENTITY_PROFESSION_TYPE Entity profession type
professional - Boolean Entity professional
profileNotes - String Entity compliance notes
public - Boolean Boolean indicating whether or not the entity is publicly traded
region - String ISO 3166-2 code for subdivisions. Corresponds to homeJurisdiction field
reportingIssuer - Boolean Indicates if the entity is the reporting issuer
resolutionsLastFiled - Date Date the entity's resolution was last filed
responsibilities - String Entity's compliance responsibilities
restrictions - String Entity articles business restrictions
shareRestrictionsText - String Entity articles share capital restrictions
shareholderAgreement - Boolean Entity shareholder agreement in effect
shareholderAgreementDate - Date Entity shareholder agreement date
shareholderAgreementUnanimous - Boolean Entity shareholder agreement is unanimous
shareholderChairCastVote - Boolean Entity shareholder chair has casting vote
shareholderQuorum - SHAREHOLDER_QUORUM Entity shareholder quorum
sharesPrecision - Float Entity share decimal points
signAnnualReturn - Boolean Indicates if the entity signs the annual return
status - ENTITY_STATUS Status of the entity
stockCorp - STOCK_CORP Entity stock type
subsidiary - Boolean Entity is subsidiary
tags - [String!] tags
taxCountry - String ISO 3166 Alpha-2 code for the Entity tax country
taxID - String Tax ID number for the entity
taxRegion - String Entity tax region
taxStatus - TAX_STATUS Entity tax status
taxStructure - TAX_STRUCTURE Entity tax structure
transferRestrictionsText - String Entity transfer restrictions
transfersDirectorApproval - Boolean Entity share transfer requires director approval
uniqueId - String Entity unique id identifier
uniqueIdName - String Entity unique id name
votingTrust - Boolean Entity shareholder voting trust
waivedAGM - Boolean Indicates whether or not the entity has waived an Annual General Meeting
waivedAuditor - Boolean Indicates whether or not the entity has waived auditors
waivedFinancials - Boolean Indicates whether or not the entity has waived financials
Example
{
  "id": "4",
  "authShareCapital": "xyz789",
  "bankingAuthority": "xyz789",
  "bringForwardHomeMonthDay": MonthDay,
  "bringForwardHomeYear": YearScalar,
  "bringForwardResolutionMonthDay": MonthDay,
  "bringForwardResolutionYear": YearScalar,
  "bylaws": [BylawInput],
  "bylawsNotes": "abc123",
  "cancellationDate": "2007-12-03",
  "cancellationMemo": "abc123",
  "certificateAuthority": "xyz789",
  "clientNumber": "abc123",
  "communications": [EntityCommunicationInput],
  "corporateSeal": true,
  "country": "xyz789",
  "county": "xyz789",
  "creation": "AMALGAMATED_OR_MERGED",
  "currencyPrecision": 123.45,
  "customDate": "2007-12-03",
  "customFields": [CustomFieldInput],
  "defaultCurrency": "CAD",
  "directorCastingVote": true,
  "directorPowersRestricted": false,
  "directorQuorum": "ALL",
  "directorTeleVideo": true,
  "directorsMax": 987,
  "directorsMin": 123,
  "documentNumber": "xyz789",
  "duplicateMinutebook": true,
  "electronicFiling": false,
  "entityRegistrationNumber": "abc123",
  "entityStatus": "ACTIVE",
  "entitySubType": "ACCOUNTING_FIRM",
  "entityType": "ASSOCIATION",
  "entityTypeDescription": "abc123",
  "exchanges": ["ASX"],
  "fileJointTaxReturn": true,
  "fileNumber": "abc123",
  "fincenID": "abc123",
  "fiscalYearEnd": MonthDay,
  "floatingFiscalYearEnd": "abc123",
  "fractionalShares": true,
  "generalAuthority": "abc123",
  "giin": "abc123",
  "homeJurisdiction": "abc123",
  "homeLastFiled": "2007-12-03",
  "inPersonMeetings": false,
  "includeAccount": false,
  "incorporationDate": "2007-12-03",
  "instructionIds": ["abc123"],
  "customEntitySubtypeID": "abc123",
  "isFloatingFiscalYearEnd": true,
  "legalEntityIdentifier": "xyz789",
  "localMinutebook": true,
  "matterNumber": "xyz789",
  "memberCorp": "MEMBER",
  "naicsCode": 123,
  "natureOfBusiness": "abc123",
  "nextAGM": "2007-12-03",
  "otherProvisions": "abc123",
  "ownershipType": "xyz789",
  "parentWaivedAuditor": true,
  "partnershipCancellationDate": "2007-12-03",
  "partnershipDoNotRenew": true,
  "partnershipExpiryDate": "2007-12-03",
  "partnershipNoExpiryDate": true,
  "partnershipRegistrationDate": "2007-12-03",
  "preemptiveIssuance": false,
  "preemptiveTransfer": false,
  "preferredContact": "EMAIL",
  "proRataRedemption": true,
  "professionOther": "abc123",
  "professionType": "ACCOUNTANT",
  "professional": true,
  "profileNotes": "xyz789",
  "public": false,
  "region": "abc123",
  "reportingIssuer": true,
  "resolutionsLastFiled": "2007-12-03",
  "responsibilities": "abc123",
  "restrictions": "abc123",
  "shareRestrictionsText": "abc123",
  "shareholderAgreement": true,
  "shareholderAgreementDate": "2007-12-03",
  "shareholderAgreementUnanimous": true,
  "shareholderChairCastVote": false,
  "shareholderQuorum": "MAJORITY",
  "sharesPrecision": 987.65,
  "signAnnualReturn": false,
  "status": "PENDING",
  "stockCorp": "STOCK",
  "subsidiary": true,
  "tags": ["abc123"],
  "taxCountry": "abc123",
  "taxID": "abc123",
  "taxRegion": "xyz789",
  "taxStatus": "S_CORP",
  "taxStructure": "DISREGARDED",
  "transferRestrictionsText": "xyz789",
  "transfersDirectorApproval": false,
  "uniqueId": "abc123",
  "uniqueIdName": "abc123",
  "votingTrust": false,
  "waivedAGM": false,
  "waivedAuditor": false,
  "waivedFinancials": true
}

Float

Description

The Float scalar type represents signed double-precision fractional values as specified by IEEE 754.

Example
123.45

Folder

Fields
Field Name Description
folderName - String! Folder name.
folderId - String! Folder id.
path - String! Path to folder (e.g. breadcrumbs).
Example
{
  "folderName": "abc123",
  "folderId": "xyz789",
  "path": "xyz789"
}

GoverningAct

Fields
Field Name Description
name - String Name of the governing act
status - String Status of the governing act
Example
{
  "name": "xyz789",
  "status": "xyz789"
}

HoldingType

Values
Enum Value Description

MEMBERSHIP

UNITHOLDING

OPTIONHOLDING

WARRANTHOLDING

SHAREHOLDING

Example
"MEMBERSHIP"

ID

Description

The ID scalar type represents a unique identifier, often used to refetch an object or as key for a cache. The ID type appears in a JSON response as a String; however, it is not intended to be human-readable. When expected as an input type, any string (such as "4") or integer (such as 4) input value will be accepted as an ID.

Example
"4"

Instruction

Fields
Field Name Description
value - String
status - String
Example
{
  "value": "abc123",
  "status": "xyz789"
}

Int

Description

The Int scalar type represents non-fractional signed whole numeric values. Int can represent values between -(2^31) and 2^31 - 1.

Example
123

MEMBER_TYPE

Values
Enum Value Description

MEMBER

NON_MEMBER

NOT_INDICATED

Example
"MEMBER"

MonthDay

Example
MonthDay

Note

Fields
Field Name Description
date - String Entity note created date
description - String Entity note description
Example
{
  "date": "abc123",
  "description": "abc123"
}

PREFERENCE_CORRESPONDENCE

Values
Enum Value Description

EMAIL

EMAIL_PERSONAL_AND_CONFIDENTIAL

PRIMARY_NUMBER

MAIL

MAIL_PERSONAL_AND_CONFIDENTIAL

NOT_INDICATED

Example
"EMAIL"

Participant

Fields
Field Name Description
outstandingShares - Float Number of outstanding shares
outstandingOptions - Float Number of outstanding options
outstandingVotes - Float Number of outstanding votes
outstandingWarrants - Float Number of outstanding warrants
ownershipPercentage - Float Percentage of ownership
dilutedOwnershipPercentage - Float Percentage of diluted ownership
dilutedShares - Float Number of diluted shares
dilutedVotes - Float Number of diluted votes
dilutedVotingPercentage - Float Percentage of diluted votes
votingPercentage - Float Percentage of voting
Example
{
  "outstandingShares": 123.45,
  "outstandingOptions": 123.45,
  "outstandingVotes": 123.45,
  "outstandingWarrants": 123.45,
  "ownershipPercentage": 987.65,
  "dilutedOwnershipPercentage": 987.65,
  "dilutedShares": 987.65,
  "dilutedVotes": 123.45,
  "dilutedVotingPercentage": 123.45,
  "votingPercentage": 987.65
}

ParticipantAddresses

Description

Information regarding participant addresses

Fields
Input Field Description
containerId - ID! ID of address container
ids - [UUID]! IDs of the corresponding addresses
Example
{
  "containerId": "4",
  "ids": [
    "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9"
  ]
}

ParticipantStatus

Values
Enum Value Description

CONFIRMED

CLOSED

PENDING

OUTGOING

LET_DIE

NOT_MANAGED

TEMPLATE

INACTIVE

Example
"CONFIRMED"

PeopleQueryOptions

Description

People query params

Fields
Input Field Description
accessGroupsIds - [ID] Access groups' ids the people belong to
ids - [ID] People's ids
name - String Search value for filtering people by name
statuses - [PersonStatus] People's statuses
profilePersonStatuses - [PersonProfilePersonStatus] People's profile statuses
limit - Int
skip - Int
sortDirection - PeopleSortDirection
sortField - PeopleSortField
Example
{
  "accessGroupsIds": ["4"],
  "ids": ["4"],
  "name": "xyz789",
  "statuses": ["CONFIRMED"],
  "profilePersonStatuses": ["ACTIVE"],
  "limit": 987,
  "skip": 987,
  "sortDirection": "ASC",
  "sortField": "NAME"
}

PeopleQueryResult

Fields
Field Name Description
totalCount - Int! Total count of people available to the user that satisfy the query parameters
items - [Person]! List of people available to the user
Example
{"totalCount": 987, "items": [Person]}

PeopleSortDirection

Values
Enum Value Description

ASC

DESC

Example
"ASC"

PeopleSortField

Values
Enum Value Description

NAME

STATUS

Example
"NAME"

Person

Fields
Field Name Description
communications - [PersonCommunication]! Persons's communications
executionName - String! Persons's execution name
id - ID! Persons's id
profile - PersonProfile! Persons's profile
status - PersonStatus! Persons's status
addressesContainerId - ID Id of an address container assigned to the person
addresses - [Address]! Persons's addresses
Arguments
affiliations - [Affiliation] Persons's affiliations
customFields - [CustomField!] Person custom fields
Example
{
  "communications": [PersonCommunication],
  "executionName": "xyz789",
  "id": 4,
  "profile": PersonProfile,
  "status": "CONFIRMED",
  "addressesContainerId": 4,
  "addresses": [Address],
  "affiliations": [Affiliation],
  "customFields": [CustomField]
}

PersonAddressesOptions

Fields
Input Field Description
statuses - [AddressStatus] Statuses of the address
sortDirection - [AddressSortDirection] Sort direction of the addresses (asc or desc)
sortActive - [AddressSortField] Sort field of the addresses direction
Example
{"statuses": ["INACTIVE"], "sortDirection": ["ASC"], "sortActive": ["STATUS"]}

PersonAlias

Fields
Field Name Description
active - Boolean! Indicates if the person's alias is active
date - Date Person's alias created date in YYYY-MM-DD format
firstName - String! Person's alias first name
id - UUID! Person's alias id
lastName - String! Person's alias last name
middleName - String Person's alias middle name
name - String! Person's alias full name
Example
{
  "active": false,
  "date": "2007-12-03",
  "firstName": "xyz789",
  "id": "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9",
  "lastName": "abc123",
  "middleName": "xyz789",
  "name": "xyz789"
}

PersonCommunication

Fields
Field Name Description
description - String Person's communication description
id - ID! Person's communication id
isEmail - Boolean Indicates if the communication is an email
isPhone - Boolean Indicates if the communication is a phone number
label - PersonCommunicationLabel! Person's communication label. (Refers to 'Type' on the frontend UI)
labelOther - String! Custom label if label chosen as 'Other'
ranking - PersonCommunicationRanking! Person's communication ranking
value - String! Person's communication value
Example
{
  "description": "abc123",
  "id": 4,
  "isEmail": true,
  "isPhone": false,
  "label": "BUSINESS_EMAIL",
  "labelOther": "xyz789",
  "ranking": PersonCommunicationRanking,
  "value": "xyz789"
}

PersonCommunicationLabel

Values
Enum Value Description

BUSINESS_EMAIL

CELL_PHONE

DIRECT_LINE

EMAIL

FAX

HOME_PHONE

MAIN_LINE

PERSONAL_EMAIL

PHONE

PROFILE

TOLL_FREE

WEBSITE

WORK_PHONE

OTHER

Example
"BUSINESS_EMAIL"

PersonCommunicationRanking

Fields
Field Name Description
order - Int!
ranked - Boolean!
Example
{"order": 123, "ranked": false}

PersonProfile

Fields
Field Name Description
aliases - [PersonAlias]! Person's aliases
notes - String! Person's notes
createdDate - Date! Person's entry created date in YYYY-MM-DD format
dateOfBirth - Date Person's date of birth in YYYY-MM-DD format
deceasedDate - Date Person's deceased date in YYYY-MM-DD format
designation - String! Person's designation
directorNumber - String! Person's director number
driversLicense - String Person's drivers license
driversLicenseExpiryDate - Date Person's drivers license expiry date in YYYY-MM-DD format
firstName - String! Person's first name
gender - PersonProfileGender Person's gender
greeting - String! Person's greeting
inactiveDate - Date! Person's inactive date in YYYY-MM-DD format
initials - String Person's initials
lastName - String! Person's last name
middleName - String Person's middle name
modifiedDate - DateTime! Person's entry modified date in ISO 8601 format
fullName - String! Person's full name
occupation - String! Person's occupation
passportExpiryDate - Date Person's passport expiry date in YYYY-MM-DD format
passportNumber - String Person's passport number
personStatus - PersonProfilePersonStatus! Person's profile person status
prevNames - [PersonProfilePrevName]! Person's previous names
residency - String! Person's residency
title - PersonTitle! Person's title
ssn - String Person's ssn
tags - [String]! Person's tags
taxCountry - String Person's tax country
taxRegion - String Person's tax region
fincenId - String Person's fincen id
Example
{
  "aliases": [PersonAlias],
  "notes": "xyz789",
  "createdDate": "2007-12-03",
  "dateOfBirth": "2007-12-03",
  "deceasedDate": "2007-12-03",
  "designation": "xyz789",
  "directorNumber": "xyz789",
  "driversLicense": "abc123",
  "driversLicenseExpiryDate": "2007-12-03",
  "firstName": "abc123",
  "gender": "FEMALE",
  "greeting": "abc123",
  "inactiveDate": "2007-12-03",
  "initials": "xyz789",
  "lastName": "xyz789",
  "middleName": "abc123",
  "modifiedDate": "2007-12-03T10:15:30Z",
  "fullName": "xyz789",
  "occupation": "abc123",
  "passportExpiryDate": "2007-12-03",
  "passportNumber": "xyz789",
  "personStatus": "ACTIVE",
  "prevNames": [PersonProfilePrevName],
  "residency": "abc123",
  "title": "MISTER",
  "ssn": "xyz789",
  "tags": ["xyz789"],
  "taxCountry": "abc123",
  "taxRegion": "xyz789",
  "fincenId": "xyz789"
}

PersonProfileGender

Values
Enum Value Description

FEMALE

MALE

NON_BINARY

NOT_SELECTED

Example
"FEMALE"

PersonProfilePersonStatus

Values
Enum Value Description

ACTIVE

INACTIVE

DECEASED

Example
"ACTIVE"

PersonProfilePrevName

Fields
Field Name Description
date - Date! Person's previous name effective date in YYYY-MM-DD format
name - String! Person's previous name
Example
{
  "date": "2007-12-03",
  "name": "abc123"
}

PersonStatus

Values
Enum Value Description

CONFIRMED

INACTIVE

PENDING

Example
"CONFIRMED"

PersonTitle

Values
Enum Value Description

MISTER

MISS

MRS

MS

DOCTOR

NOT_SELECTED

Example
"MISTER"

PrevName

Description

Previous names component, made up of name string and date string

Fields
Field Name Description
name - String Name of the affiliation
date - String Date of the name change
Example
{
  "name": "xyz789",
  "date": "abc123"
}

PreviousNames

Fields
Field Name Description
name - String Previous name of the shareclass
date - Date Date of the name change
Example
{
  "name": "abc123",
  "date": "2007-12-03"
}

Profile

Fields
Field Name Description
id - ID Unique identifier for the participant of the profile
name - String Name of the profile
firstName - String First Name of the profile (if applicable)
lastName - String Last Name of the profile (if applicable)
middleName - String Middle Name of the profile (if applicable)
alias - [Alias] Alias name for the profile
communications - [Communication] Relevant communications for the profile: phone numbers, emails
gender - String Gender (if applicable)
taxCountry - String Tax country
taxProvinceState - String Tax province/state
prevNames - [PrevName] Name history for the profile
type - String Type of profile.
documentFileNumber - String Number of profile documents. Present only if profile is an entity.
entityType - String Type of entity of the profile. Present only if profile is an entity.
entityNumber - String Number of entity of the profile. Present only if profile is an entity.
Example
{
  "id": 4,
  "name": "abc123",
  "firstName": "abc123",
  "lastName": "xyz789",
  "middleName": "xyz789",
  "alias": [Alias],
  "communications": [Communication],
  "gender": "abc123",
  "taxCountry": "xyz789",
  "taxProvinceState": "abc123",
  "prevNames": [PrevName],
  "type": "abc123",
  "documentFileNumber": "xyz789",
  "entityType": "abc123",
  "entityNumber": "xyz789"
}

Province

Values
Enum Value Description

BC

ON

Example
"BC"

RecordTypes

Values
Enum Value Description

PERSON

ENTITY

Example
"PERSON"

Registration

Fields
Field Name Description
id - ID! ID of the registration, this will be the same across all foreign registrations of an entity
entityId - ID! Unique ID of the entity that is associated with the registration
uid - ID Unique ID of the registration
type - String Type of the registration
typeOther - String Free form type of the registration, present when type is set to 'Other'
status - String Status of the registration
registrationDate - String Original date of the registration formatted in YYYY-MM-DD. This is also the acquired date for a Property/Land Registration
registrationExpiry - String Expiration or sold date of the registration formatted in YYYY-MM-DD
endDate - String End or cancelled date of the registration formatted in YYYY-MM-DD
registrationLastFiledDate - Date Last date the registration was filed formatted in YYYY-MM-DD
name - String Name of the registration
bringForwardDate - String Formatted in YYYY-MM-DD
homeJurisdiction - String The most granular jurisdiction assigned to the registration. This is deprecated please use jurisdictionRegion instead.
jurisdictionRegion - String Region of the registration. The most granular jurisdiction assigned to the registration.
jurisdictionCountry - String Country of the registration
jurisdictionCounty - String County of the registration
country - String ISO 3166 Alpha-2 code for country. Corresponds to jurisdictionCountry field
region - String ISO 3166-2 code for subdivisions. Corresponds to homeJurisdiction and jurisdictionRegion field
registrationNumber - String Registration Number or Property ID for a Property/Land Registration
registryId - String The company's registry ID
fileNumber - String File Numbers
applicationNumber - String Application Number
ownershipPercentage - Float Ownership percentage of the registration. Only applicable on Property/Land registrations
clientNumber - String Identification number of the client the registration is associated to
matterNumber - String Identification number of the matter the registration is associated to
instructions - [String] List of enabled instructions on the registration
responsibleOffices - [String] List of enabled responsible offices on the registration
notes - String Notes associated with the registration
entity - Entity Registration entity
affiliations - [Affiliation] Registration's affiliations
Example
{
  "id": "4",
  "entityId": "4",
  "uid": 4,
  "type": "xyz789",
  "typeOther": "abc123",
  "status": "abc123",
  "registrationDate": "xyz789",
  "registrationExpiry": "xyz789",
  "endDate": "abc123",
  "registrationLastFiledDate": "2007-12-03",
  "name": "xyz789",
  "bringForwardDate": "abc123",
  "homeJurisdiction": "abc123",
  "jurisdictionRegion": "abc123",
  "jurisdictionCountry": "xyz789",
  "jurisdictionCounty": "abc123",
  "country": "abc123",
  "region": "abc123",
  "registrationNumber": "abc123",
  "registryId": "abc123",
  "fileNumber": "xyz789",
  "applicationNumber": "xyz789",
  "ownershipPercentage": 123.45,
  "clientNumber": "abc123",
  "matterNumber": "abc123",
  "instructions": ["abc123"],
  "responsibleOffices": ["abc123"],
  "notes": "abc123",
  "entity": Entity,
  "affiliations": [Affiliation]
}

RegistrationDeleteV3Api

Fields
Input Field Description
id - String! The identifier for the registration being deleted.
uid - String! The universally unique identifier for the registration being deleted. This field is required for delete Registration.
Example
{
  "id": "abc123",
  "uid": "abc123"
}

RegistrationDeleteV3Response

Fields
Field Name Description
id - String! The identifier for the deleted registration.
Example
{"id": "abc123"}

RegistrationFields

Fields
Input Field Description
id - ID! Id for the registration, if only the id field is populated that indicates the Home Registration will be updated
uid - ID Uid for the registration, this be required unless you are updating the home registration
type - [Type] Type of registration
typeOther - [Type] For Type "Other" of registration, store the free form type here
name - String Name of the registration
assumedName - Boolean Does the registration use assumed name
hasOperationAddress - Boolean Does the registration has operation addres
homeJurisdiction - String The most granular jurisdiction assigned to the registration. This is deprecated please use jurisdictionRegion instead.
jurisdictionRegion - String Region of the registration. The most granular jurisdiction assigned to the registration.
jurisdictionCountry - String Country of the registration
jurisdictionCounty - String County of the registration
country - String ISO 3166 Alpha-2 code for country. Corresponds to jurisdictionCountry field
region - String ISO 3166-2 code for subdivisions. Corresponds to homeJurisdiction and jurisdictionRegion field
bringForwardDate - String Corresponds to the bringForwardDate field in the response, should be YYYY-MM-DD format. The exception would be for Home Registrations which can be YYYY-MM-DD or MM-DD formats
registrationExpiry - String Corresponds to the registrationExpiry field in the response, should be YYYY-MM-DD format
registrationLastFiledDate - Date Corresponds to the registrationLastFiledDate field in the response, should be YYYY-MM-DD format
Example
{
  "id": "4",
  "uid": 4,
  "type": ["FOREIGN_QUALIFICATION"],
  "typeOther": ["FOREIGN_QUALIFICATION"],
  "name": "abc123",
  "assumedName": true,
  "hasOperationAddress": true,
  "homeJurisdiction": "abc123",
  "jurisdictionRegion": "abc123",
  "jurisdictionCountry": "xyz789",
  "jurisdictionCounty": "xyz789",
  "country": "xyz789",
  "region": "xyz789",
  "bringForwardDate": "xyz789",
  "registrationExpiry": "xyz789",
  "registrationLastFiledDate": "2007-12-03"
}

RegistrationOptions

Description

Search terms that can be used to filter registrations

Fields
Input Field Description
ids - [ID] A list of IDs that filters based on the registration's id
uids - [ID] A list of UIDs that filters based on the registration's uid
names - [String] A list of strings that filters based on the registration's name
statuses - [RegistrationStatus] A list of Status enums that filters based on the registration's status
matterNumbers - [String] A list of strings that filters based on the registration's matter number
regions - [String] A list of ISO 3166-2 codes that filters based on the registration's region
countries - [String] A list of ISO 3166 Alpha-2 codes that filters based on the registrations country
bringForwardDate - DateRange A date range that filters based on the registration's bring forward date
registrationExpiry - DateRange A date range that filters based on the registration's expiry date
registrationLastFiledDate - DateRange A date range that filters based on the registration's last filed date
type - [Type] A list that filters based on the registration's type
Example
{
  "ids": [4],
  "uids": ["4"],
  "names": ["abc123"],
  "statuses": ["PENDING"],
  "matterNumbers": ["xyz789"],
  "regions": ["xyz789"],
  "countries": ["xyz789"],
  "bringForwardDate": DateRange,
  "registrationExpiry": DateRange,
  "registrationLastFiledDate": DateRange,
  "type": ["FOREIGN_QUALIFICATION"]
}

RegistrationStatus

Description

Possible statuses to filter by. ACTIVE, AMALGAMATED, DISCONTINUED, DISSOLVED, INACTIVE and UNKNOWN are all for "Home Registrations" where as PENDING, CONFIRMED and INACTIVE are for foreign registrations.

Values
Enum Value Description

PENDING

CONFIRMED

ACTIVE

AMALGAMATED

DISCONTINUED

DISSOLVED

INACTIVE

UNKNOWN

Example
"PENDING"

RegistrationUpdateV3Api

Fields
Input Field Description
id - String! The identifier for the registration being updated. If only this field is populated, the Home Registration with the provided ID will be updated.
uid - String The universally unique identifier for the registration being updated. This field is required unless you are updating the Home Registration.
type - Type Specifies the type of the registration.
typeOther - ID Input type refers to a field that should be provided when the type field is set to 'Other'. This ID is used to specify the custom type of registration.
assumedName - Boolean A Boolean flag to indicate if the registration has an assumed name.
name - String Name of the registration.
hasOperatingAddress - Boolean A Boolean flag to indicate if the registration has an operating address.
status - StatusType The current status of the registration.
clientNumber - String The client number associated with the registration.
matterNumber - String The matter number associated with the registration.
ownershipPercentage - Float The ownership percentage of the registration.
registrationNumber - String The registration number associated with the registration.
registryId - String Registry ID for the registration.
fileNumber - String File number associated with the registration.
applicationNumber - String Application number associated with the registration.
desc - String Description of the registration.
registrationDate - Date Original or acquired date (for Property/Land Registration) of the registration, formatted in YYYY-MM-DD.
registrationExpiry - Date Expiration or sold date of the registration formatted in YYYY-MM-DD
endDate - Date End or cancelled date of the registration formatted in YYYY-MM-DD
country - String ISO 3166 Alpha-2 code for country. Corresponds to jurisdictionCountry field
region - String ISO 3166-2 code for subdivisions. Corresponds to homeJurisdiction and jurisdictionRegion field
bringForwardDate - Date Corresponds to the bringForwardDate field in the response, in YYYY-MM-DD format.
registrationLastFiledDate - Date Last date the registration was filed formatted in YYYY-MM-DD
Example
{
  "id": "abc123",
  "uid": "xyz789",
  "type": "FOREIGN_QUALIFICATION",
  "typeOther": 4,
  "assumedName": false,
  "name": "abc123",
  "hasOperatingAddress": true,
  "status": "PENDING",
  "clientNumber": "xyz789",
  "matterNumber": "abc123",
  "ownershipPercentage": 987.65,
  "registrationNumber": "xyz789",
  "registryId": "abc123",
  "fileNumber": "abc123",
  "applicationNumber": "xyz789",
  "desc": "abc123",
  "registrationDate": "2007-12-03",
  "registrationExpiry": "2007-12-03",
  "endDate": "2007-12-03",
  "country": "xyz789",
  "region": "abc123",
  "bringForwardDate": "2007-12-03",
  "registrationLastFiledDate": "2007-12-03"
}

SHAREHOLDER_QUORUM

Values
Enum Value Description

MAJORITY

MAJORITY_PRESENT

TWO_PERSONS_51_PERCENT_ENTITLED

TWO_PERSONS_100_PERCENT_OUTSTANDING

NOT_INDICATED

Example
"MAJORITY"

STOCK_CORP

Values
Enum Value Description

STOCK

NON_STOCK

NOT_INDICATED

Example
"STOCK"

SecurityKind

Values
Enum Value Description

OPTION

SHARES

WARRANT

Example
"OPTION"

SecurityType

Values
Enum Value Description

CAPITAL

OWNERSHIP

MEMBERSHIP

UNITS

OPTIONS

WARRANTS

SHARES

Example
"CAPITAL"

Shareclass

Fields
Field Name Description
name - String! Name of the shareclass
id - ID ID of the shareclass
entityID - String ID of the entity shareclass belongs to
status - ShareclassStatus Status of the shareclass
kind - String Kind of the shareclass
createdDate - Date Legal date of creation
removalDate - Date Date of removal
votingRights - Boolean Whether the shareclass has Voting rights
votesPerShare - Float Number of votes per share
parValue - Float Minimum price shares may be issued at
parCurrency - String Currency of the par value
certificateCode - String Unique certificate id number or assigned code
certificateLegend - String Statement on a stock certificate noting restrictions on the transfer of the stock
warrantCode - String Unique warrant id number or assigned code
optionCode - String Unique option id number or assigned code
shareTerms - [String] Specified share terms for the shareclass
authAmountUnlimited - Boolean Whether the shareclass has unlimited authorized shares
authAmount - Float Number of authorized shares
redemptionPrice - Float Price at which the shareclass is redeemable
redemptionCurrency - String Currency of the redemption price
redemptionNotes - String Description of the redemption
transferRestrictions - TransferRestrictions Transfer restrictions of the shareclass
series - Boolean Whether the shareclass is a series
seriesParentClassName - String Name of the parent shareclass
specialRightsExist - Boolean Whether the shareclass has special rights
specialRights - SpecialRights Special rights of the shareclass
capitalType - String Capital type of the shareclass
sharePrecision - Int Number of decimal places to use for fractional shares
prevNames - [PreviousNames] Previous names of the shareclass
participant - Participant Participant/Capitalization information
dividends - Boolean Whether the shareclass has dividends
Example
{
  "name": "abc123",
  "id": "4",
  "entityID": "xyz789",
  "status": "CONFIRMED",
  "kind": "xyz789",
  "createdDate": "2007-12-03",
  "removalDate": "2007-12-03",
  "votingRights": false,
  "votesPerShare": 123.45,
  "parValue": 123.45,
  "parCurrency": "xyz789",
  "certificateCode": "abc123",
  "certificateLegend": "abc123",
  "warrantCode": "abc123",
  "optionCode": "abc123",
  "shareTerms": ["xyz789"],
  "authAmountUnlimited": false,
  "authAmount": 987.65,
  "redemptionPrice": 987.65,
  "redemptionCurrency": "xyz789",
  "redemptionNotes": "xyz789",
  "transferRestrictions": TransferRestrictions,
  "series": true,
  "seriesParentClassName": "abc123",
  "specialRightsExist": false,
  "specialRights": SpecialRights,
  "capitalType": "abc123",
  "sharePrecision": 123,
  "prevNames": [PreviousNames],
  "participant": Participant,
  "dividends": true
}

ShareclassDateRange

Description

Date range parameters. Both sides of the range are inclusive. If only a lower bound is provided, the upper range is unbound and vice versa. Dates should be in the YYYY-MM-DD format.

Fields
Input Field Description
after - Date
before - Date
Example
{
  "after": "2007-12-03",
  "before": "2007-12-03"
}

ShareclassNumberRange

Description

Number range parameters. If only a lower bound is provided, the upper range is unbound and vice versa. Both sides of the range are required and inclusive.

Fields
Input Field Description
lessThan - Float
moreThan - Float
Example
{"lessThan": 123.45, "moreThan": 987.65}

ShareclassQueryOptions

Fields
Input Field Description
entityId - ID Id of the entity to retrieve shareclasses from
ids - [ID] A list of ids that filters based on the shareclass' id
statuses - [ShareclassStatus] A list of statuses that filters based on the shareclass' status
name - String Name of the shareclass
createdDate - ShareclassDateRange A date range that filters based on the shareclass' createdDate
modifiedDate - ShareclassDateRange A date range that filters based on the shareclass' modifiedDate
votesPerShare - ShareclassNumberRange An number range that filters based on the shareclass' votesPerShare value
Example
{
  "entityId": 4,
  "ids": ["4"],
  "statuses": ["CONFIRMED"],
  "name": "abc123",
  "createdDate": ShareclassDateRange,
  "modifiedDate": ShareclassDateRange,
  "votesPerShare": ShareclassNumberRange
}

ShareclassStatus

Values
Enum Value Description

CONFIRMED

INACTIVE

PENDING

DELETED

Example
"CONFIRMED"

ShareholderInterestType

Values
Enum Value Description

LEGAL_AND_BENEFICIAL_OWNER

BENEFICIAL_OWNER

JOINT_HOLDER

EXECUTOR

ADMINISTRATOR

TRUSTEE

TRUSTEE_IN_BANKRUPTCY

NOMINEE

REPRESENTATIVE

RECEIVER

GENERAL_PARTNER_FOR_LPS

TENANT_IN_COMMON

Example
"LEGAL_AND_BENEFICIAL_OWNER"

ShareholderStatus

Values
Enum Value Description

CONFIRMED

INACTIVE

PENDING

Example
"CONFIRMED"

Shareholding

Fields
Field Name Description
id - ID! Shareholding's id
kind - SecurityKind! Shareholding's kind
shareclassId - ID! Shareholding's shareclass' id
customShareholdingName - String! Shareholding's custom name
affiliationsIds - [String!]! Shareholding's affiliations' ids
acquiringTransactionsIds - [String!]! Shareholding's acquiring transactions' ids
disposingTransactionsIds - [String!]! Shareholding's disposing transactions' ids
shareholders - [ShareholdingShareholder!]! Shareholding's shareholders
certificates - [ShareholdingCertificate]! Shareholding's certificates
balanceShares - Float! Shareholding's balance shares
totalShares - Float! Shareholding's total shares
exercisedShares - Float! Shareholding's exercised shares
cancelledShares - Float! Shareholding's cancelled shares
confirmedShares - Float! Shareholding's confirmed shares
status - ShareholdingStatus! Shareholding's status
isEmpty - Boolean! Indicates whether all the shareholding's certificates' totalShares equals to 0
isPending - Boolean! Indicates whether any of the shareholding's certificates is pending
holdingType - HoldingType! Shareholding's holding type
securityType - SecurityType Shareholding's security type
startDate - Date Shareholding's start date
totalShareDisplay - String! Shareholding's total share display
exercisedShareDisplay - String! Shareholding's exercised share display
cancelledShareDisplay - String! Shareholding's cancelled share display
confirmedShareDisplay - String! Shareholding's confirmed share display
Example
{
  "id": 4,
  "kind": "OPTION",
  "shareclassId": "4",
  "customShareholdingName": "abc123",
  "affiliationsIds": ["xyz789"],
  "acquiringTransactionsIds": ["xyz789"],
  "disposingTransactionsIds": ["abc123"],
  "shareholders": [ShareholdingShareholder],
  "certificates": [ShareholdingCertificate],
  "balanceShares": 987.65,
  "totalShares": 123.45,
  "exercisedShares": 123.45,
  "cancelledShares": 123.45,
  "confirmedShares": 987.65,
  "status": "EMPTY",
  "isEmpty": true,
  "isPending": false,
  "holdingType": "MEMBERSHIP",
  "securityType": "CAPITAL",
  "startDate": "2007-12-03",
  "totalShareDisplay": "abc123",
  "exercisedShareDisplay": "xyz789",
  "cancelledShareDisplay": "abc123",
  "confirmedShareDisplay": "xyz789"
}

ShareholdingCertificate

Fields
Field Name Description
id - ID Certificate's id
kind - SecurityKind Certificate's kind
uncertificated - Boolean Indicates if shares are uncertificated
lienEncumbrance - Boolean Indicates lien encumbrance
certificateLegend - String Certificate's legend
note - String Certificate's note
certificateCode - String Certificate's code
certificateNumber - Float Certificate's number
certificateIndex - Int Certificate's index
Example
{
  "id": 4,
  "kind": "OPTION",
  "uncertificated": true,
  "lienEncumbrance": true,
  "certificateLegend": "xyz789",
  "note": "xyz789",
  "certificateCode": "abc123",
  "certificateNumber": 123.45,
  "certificateIndex": 987
}

ShareholdingNumberRange

Description

Number range parameters. If only a lower bound is provided, the upper range is unbound and vice versa. Both sides of the range are required and inclusive.

Fields
Input Field Description
lessThan - Float
moreThan - Float
Example
{"lessThan": 123.45, "moreThan": 123.45}

ShareholdingShareholder

Fields
Field Name Description
id - ID Shareholder's id
status - ShareholderStatus Shareholder's status
title - String Shareholder's title
executionName - String Shareholder's execution name
participantStatus - ParticipantStatus Shareholder's participant's status
participantFirstName - String Shareholder's participant's first name
participantMiddleName - String Shareholder's participant's middle name
participantLastName - String Shareholder's participant's last name
participantGender - String Shareholder's participant's gender
participantJurisdictionRegion - String Shareholder's participant's jurisdiction region
participantJurisdictionCountry - String Shareholder's participant's jurisdiction country
participantProfileId - String Shareholder's participant's profile id
participantProfileType - RecordTypes Shareholder's participant's profile type
Example
{
  "id": "4",
  "status": "CONFIRMED",
  "title": "xyz789",
  "executionName": "abc123",
  "participantStatus": "CONFIRMED",
  "participantFirstName": "xyz789",
  "participantMiddleName": "abc123",
  "participantLastName": "abc123",
  "participantGender": "abc123",
  "participantJurisdictionRegion": "xyz789",
  "participantJurisdictionCountry": "abc123",
  "participantProfileId": "xyz789",
  "participantProfileType": "PERSON"
}

ShareholdingStatus

Values
Enum Value Description

EMPTY

ACTIVE

INACTIVE

INVALID

Example
"EMPTY"

ShareholdingsQueryOptions

Fields
Input Field Description
shareclassIds - [ID!]! Shareclasses' ids the shareholdings are associated with
transactionIds - [ID!] Transactions' ids the shareholdings are associated with
limit - Int Number of transactions returned. Maximum allowed value is 100. Defaults to 10 if not provided
skip - Int Number of transactions skipped. Defaults to 0 if not provided
search - String Search input for filtering by shareholdings' names or certificate codes
statuses - [ShareholdingStatus!] Shareholdings' statuses for filtering
balance - ShareholdingNumberRange A number range that filters based on the shareholdings' balanceShares value
Example
{
  "shareclassIds": [4],
  "transactionIds": [4],
  "limit": 123,
  "skip": 123,
  "search": "xyz789",
  "statuses": ["EMPTY"],
  "balance": ShareholdingNumberRange
}

ShareholdingsQueryResult

Fields
Field Name Description
totalCount - Int! Total count of shareholdings available to the user that satisfy the query parameters
items - [Shareholding]! List of shareholdings available to the user
Example
{"totalCount": 123, "items": [Shareholding]}

SpecialRights

Fields
Field Name Description
noDividends - Boolean Whether the shareclass has no dividends
allowShareDividends - Boolean Whether the shareclass has dividends in shares
participating - Boolean Whether the shareclass has participating rights
restrictOnPayment - Boolean Whether the shareclass has restrictions on payment
redeemable - Boolean Whether the shareclass is redeemable
retractable - Boolean Whether the shareclass is retractable
convertible - Boolean Whether the shareclass is convertible
lien - Boolean Whether the shareclass has a lien
participatingUponDissolution - Boolean Whether the shareclass has participating rights upon dissolution
otherDesc - String Description of the special rights
Example
{
  "noDividends": false,
  "allowShareDividends": true,
  "participating": true,
  "restrictOnPayment": false,
  "redeemable": false,
  "retractable": false,
  "convertible": true,
  "lien": false,
  "participatingUponDissolution": true,
  "otherDesc": "xyz789"
}

StatusType

Values
Enum Value Description

PENDING

CONFIRMED

INACTIVE

Example
"PENDING"

String

Description

The String scalar type represents textual data, represented as UTF-8 character sequences. The String type is most often used by GraphQL to represent free-form human-readable text.

Example
"xyz789"

TAX_STATUS

Values
Enum Value Description

S_CORP

C_CORP

FOR_PROFIT

NON_PROFIT

SINGLE_MEMBER_LLC

MULTIPLE_MEMBER_LLC

DISREGARD

SOLE_PROPRIETORSHIP

PARTNERSHIP

STATUS_501_C_3

STATUS_501_C_4

STATUS_501_C_6

STATUS_501_C_7

STATUS_501_C_25

STATUS_509_A_1

IC_DISC

TRS

QRS

QSSS

QSST

REIT

TAXED

NON_TAXED

PASSED_THROUGH

NOT_INDICATED

Example
"S_CORP"

TAX_STRUCTURE

Values
Enum Value Description

DISREGARDED

HYBRID_CTB

REVERSE_HYBRID_RCTB

BRANCH

Example
"DISREGARDED"

Transaction

Fields
Field Name Description
certificateCode - String Transaction's certificate code
consideration - Float Transaction's consideration
currency - String Transaction's currency
currencyCode - String Transaction's currency code
description - String Transaction's description
fromCertificates - [TransactionCertificate] Transaction's fromCertificates
fromCertificatesId - [ID] Transaction's fromCertificatesId
id - ID Transaction's id
isIssuanceType - Boolean Indicates if transaction is of issuance type
isTransferType - Boolean Indicates if transaction is of transfer type
label - TransactionLabel Transaction's label
numShares - Float Transaction's number of shares
otherConsideration - String Transaction's other consideration
pricePerShare - Float Transaction's price per share
pricePerShareCurrency - String Transaction's price per share currency
pricePerShareCurrencyCode - String Transaction's price per share currency code
pricePerShareDisplay - String Transaction's price per share formatted value (e.g. "$230.75")
purchaser - ID Transaction's purchaser id
resolutionDate - Date Transaction's resolution date
kind - SecurityKind Transaction's kind
shareclassName - String Transaction's shareclass' name
shareholdingName - String Transaction's shareholding's name
status - TransactionStatus Transaction's status
toCertificates - [TransactionCertificate] Transaction's "to" certificates
toCertificatesId - [ID] Transaction's "to" certificate's id
transactionDate - Date Transaction's date
transferNumber - Int Transaction's transfer number
type - TransactionType Transaction's type
useOnRegister - String This value allows for overriding transaction details in the generated document based on variable usage.
useOnRegisterFrom - String This value allows for overriding transaction details in the generated document based on variable usage.
useOnRegisterTo - String This value allows for overriding transaction details in the generated document based on variable usage.
vendor - String Transaction's vendor
vendorShareholders - [TransactionShareholder] Transaction's vendor's shareholders
Example
{
  "certificateCode": "xyz789",
  "consideration": 123.45,
  "currency": "abc123",
  "currencyCode": "xyz789",
  "description": "xyz789",
  "fromCertificates": [TransactionCertificate],
  "fromCertificatesId": [4],
  "id": "4",
  "isIssuanceType": true,
  "isTransferType": false,
  "label": "ISSUANCE",
  "numShares": 987.65,
  "otherConsideration": "abc123",
  "pricePerShare": 987.65,
  "pricePerShareCurrency": "xyz789",
  "pricePerShareCurrencyCode": "abc123",
  "pricePerShareDisplay": "xyz789",
  "purchaser": 4,
  "resolutionDate": "2007-12-03",
  "kind": "OPTION",
  "shareclassName": "xyz789",
  "shareholdingName": "abc123",
  "status": "CONFIRMED",
  "toCertificates": [TransactionCertificate],
  "toCertificatesId": ["4"],
  "transactionDate": "2007-12-03",
  "transferNumber": 123,
  "type": "ISSUANCE",
  "useOnRegister": "xyz789",
  "useOnRegisterFrom": "abc123",
  "useOnRegisterTo": "xyz789",
  "vendor": "xyz789",
  "vendorShareholders": [TransactionShareholder]
}

TransactionCertificate

Fields
Field Name Description
id - ID Certificate's id
kind - SecurityKind Certificate's kind
uncertificated - Boolean Indicates if shares are uncertificated
lienEncumbrance - Boolean Indicates lien encumbrance
certificateLegend - String Certificate's legend
note - String Certificate's note
certificateCode - String Certificate's code
certificateNumber - Float Certificate's number
certificateIndex - Int Certificate's index
Example
{
  "id": "4",
  "kind": "OPTION",
  "uncertificated": true,
  "lienEncumbrance": true,
  "certificateLegend": "abc123",
  "note": "abc123",
  "certificateCode": "abc123",
  "certificateNumber": 987.65,
  "certificateIndex": 987
}

TransactionDateRange

Description

Date range parameters. Both sides of the range are inclusive. If only a lower bound is provided, the upper range is unbound and vice versa. Dates should be in the YYYY-MM-DD format.

Fields
Input Field Description
after - Date
before - Date
Example
{
  "after": "2007-12-03",
  "before": "2007-12-03"
}

TransactionIssuanceType

Values
Enum Value Description

ISSUANCE

ALLOTMENT

BALANCE_INITIALIZATION

ROLLOVER

Example
"ISSUANCE"

TransactionLabel

Values
Enum Value Description

ISSUANCE

ALLOTMENT

BALANCE_INITIALIZATION

DIVIDEND

ROLLOVER

TRANSFER

GIFT

TRANSMISSION

CANCELLATION

REDEMPTION

REPURCHASE

RETRACTION

REDESIGNATION

SPLIT

CONSOLIDATION

ENTITY_NAME_CHANGE

CONTINUANCE

EXCHANGE

CONVERSION

CHANGE

GRANT_OF_OPTIONS

GRANT_OF_WARRANTS

EXERCISE_OF_OPTIONS

EXERCISE_OF_WARRANTS

OPTIONS_CANCELLED

WARRANTS_CANCELLED

BALANCE_REMAINING

BALANCE_TRANSFER

BALANCE_TRANSMISSION

BALANCE_GIFT

BALANCE_ROLLOVER

BALANCE_REDEMPTION

BALANCE_REPURCHASE

BALANCE_RETRACTION

BALANCE_EXCHANGE

BALANCE_CHANGE

BALANCE_CONVERSION

BALANCE_CANCELLATION

LOST_AND_REPLACED

IMPROPERLY_SIGNED

IDENTIFIED_AS_CERTIFICATED

ISSUED_IN_ERROR

REPLACEMENT_CERTIFICATE

CERTIFICATE_CONSOLIDATION

NAME_CHANGE

RE_REGISTRATION

CHANGE_OF_TRUSTEE

AMALGAMATION

CORRECTION_OF_NAME

CASH_DIVIDEND

ADDITION_TO_STATED_CAPITAL

REDUCTION_OF_STATED_CAPITAL

ADMIN_ISSUE

ADMIN_CANCEL

Example
"ISSUANCE"

TransactionShareholder

Fields
Field Name Description
id - ID Shareholder's id
status - ShareholderStatus Shareholder's status
title - String Shareholder's title
executionName - String Shareholder's execution name
participantStatus - ParticipantStatus Status of the shareholder's participant
participantFirstName - String First name of the shareholder's participant
participantMiddleName - String Middle name of the shareholder's participant
participantLastName - String Last name of the shareholder's participant
participantGender - String Gender of the shareholder's participant
participantJurisdictionRegion - String Jurisdiction region of the shareholder's participant
participantJurisdictionCountry - String Jurisdiction country of the shareholder's participant
participantProfileId - String Id of the shareholder's participant
participantProfileType - RecordTypes Type of the shareholder's participant
Example
{
  "id": 4,
  "status": "CONFIRMED",
  "title": "abc123",
  "executionName": "xyz789",
  "participantStatus": "CONFIRMED",
  "participantFirstName": "xyz789",
  "participantMiddleName": "xyz789",
  "participantLastName": "xyz789",
  "participantGender": "abc123",
  "participantJurisdictionRegion": "abc123",
  "participantJurisdictionCountry": "xyz789",
  "participantProfileId": "xyz789",
  "participantProfileType": "PERSON"
}

TransactionStatus

Values
Enum Value Description

CONFIRMED

PENDING

Example
"CONFIRMED"

TransactionType

Values
Enum Value Description

ISSUANCE

ALLOTMENT

BALANCE_INITIALIZATION

DIVIDEND

ROLLOVER

TRANSFER

GIFT

TRANSMISSION

CANCELLATION

REDEMPTION

REPURCHASE

RETRACTION

REDESIGNATION

SPLIT

CONSOLIDATION

ENTITY_NAME_CHANGE

CONTINUANCE

EXCHANGE

CONVERSION

CHANGE

GRANT_OF_OPTIONS

GRANT_OF_WARRANTS

EXERCISE_OF_OPTIONS

EXERCISE_OF_WARRANTS

OPTIONS_CANCELLED

WARRANTS_CANCELLED

BALANCE_REMAINING

BALANCE_TRANSFER

BALANCE_TRANSMISSION

BALANCE_GIFT

BALANCE_ROLLOVER

BALANCE_REDEMPTION

BALANCE_REPURCHASE

BALANCE_RETRACTION

BALANCE_EXCHANGE

BALANCE_CHANGE

BALANCE_CONVERSION

BALANCE_CANCELLATION

LOST_AND_REPLACED

IMPROPERLY_SIGNED

IDENTIFIED_AS_CERTIFICATED

ISSUED_IN_ERROR

REPLACEMENT_CERTIFICATE

CERTIFICATE_CONSOLIDATION

NAME_CHANGE

RE_REGISTRATION

CHANGE_OF_TRUSTEE

AMALGAMATION

CORRECTION_OF_NAME

CASH_DIVIDEND

ADDITION_TO_STATED_CAPITAL

REDUCTION_OF_STATED_CAPITAL

ADMIN_ISSUE

ADMIN_CANCEL

Example
"ISSUANCE"

TransactionsQueryOptions

Fields
Input Field Description
shareclassIds - [ID] Shareclass' ids the transactions are associated with. Provide if the other parameters aren't specified
entityIds - [ID] Entities' ids the transactions are associated with. Provide if the other parameters aren't specified
shareholdingIds - [ID] Shareholdings' ids the transactions are associated with. Provide if the other parameters aren't specified
transactionIds - [ID] Transactions' ids. Provide if the other parameters aren't specified
transactionDate - TransactionDateRange A date range that filters based on the transactions' transactionDate
limit - Int Number of transactions returned. Maximum allowed value is 100. Defaults to 10 if not provided
skip - Int Number of transactions skipped. Defaults to 0 if not provided
Example
{
  "shareclassIds": ["4"],
  "entityIds": ["4"],
  "shareholdingIds": ["4"],
  "transactionIds": ["4"],
  "transactionDate": TransactionDateRange,
  "limit": 987,
  "skip": 987
}

TransactionsQueryResult

Fields
Field Name Description
totalCount - Int! Total count of transactions available to the user that satisfy the query parameters
items - [Transaction]! List of transactions available to the user
Example
{"totalCount": 987, "items": [Transaction]}

TransferRestrictions

Fields
Field Name Description
tagAlong - Boolean Whether the shareclass has tag along rights
dragAlong - Boolean Whether the shareclass has drag along rights
rightOfFirstRefusal - Boolean Whether the shareclass has right of first refusal
vesting - Boolean Whether the shareclass has vesting rights
otherDesc - String Description of the transfer restrictions
Example
{
  "tagAlong": false,
  "dragAlong": true,
  "rightOfFirstRefusal": true,
  "vesting": true,
  "otherDesc": "abc123"
}

Type

Values
Enum Value Description

FOREIGN_QUALIFICATION

HOME_REGISTRATION

EP_REGISTRATION

BUSINESS_NAMES

TRADEMARKS

TRANSLATIONS

ASSUMED_NAMES

LICENSES

PROPERTY_LAND

OTHER

Example
"FOREIGN_QUALIFICATION"

UUID

Example
"cf825f5f-7d2e-4dc3-b793-07b5bd3260d9"

UpdateAddressCommunication

Description

Email and phone values that are associated with the particular item

Fields
Input Field Description
label - AddressCommunicationLabel! Type of the communication (email, phone, etc..)
labelOther - String Custom label if label chosen as 'Other'
value - String! Value of the communication
description - String Description of the communication
Example
{
  "label": "CELL_PHONE",
  "labelOther": "abc123",
  "value": "xyz789",
  "description": "abc123"
}

UpdateAddressComponent

Description

Address components, made up of different categories of address fields (street, street no, apartment no, etc....)

Fields
Input Field Description
name - AddressComponentName! Street address name (street, street no, etc...)
value - String! Street address value
Example
{"name": "ATTENTION", "value": "abc123"}

UpdateAddressCustomFieldOptions

Fields
Input Field Description
id - String! Unique address custom field ID
name - String! Value/name of custom address field
Example
{
  "id": "abc123",
  "name": "abc123"
}

UpdateAddressCustomFieldResponse

Fields
Field Name Description
id - String! Unique address custom field ID
name - String! Value/name of custom address field
Example
{
  "id": "xyz789",
  "name": "xyz789"
}

UpdateAddressOptions

Description

Update address params

Fields
Input Field Description
containerId - ID! Id of the address container
id - UUID! Id of the address
locationType - AddressLocationType Location/address type
customLocationTypeId - String Custom location/address type ID
status - AddressStatus Status of the address
country - String Country of the address
provinceState - String Province or state of the address
city - String City of the address
postalZip - String Postal / zip of the address
components - [UpdateAddressComponent] Array of address street values (street, street no, apartment no, etc...)
communications - [UpdateAddressCommunication] Communications relevant to the address
notes - String Address notes
effectiveDate - Date Address effective date
endDate - Date Address end date
Example
{
  "containerId": "4",
  "id": "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9",
  "locationType": "BUSINESS",
  "customLocationTypeId": "abc123",
  "status": "INACTIVE",
  "country": "abc123",
  "provinceState": "abc123",
  "city": "xyz789",
  "postalZip": "abc123",
  "components": [UpdateAddressComponent],
  "communications": [UpdateAddressCommunication],
  "notes": "abc123",
  "effectiveDate": "2007-12-03",
  "endDate": "2007-12-03"
}

UpdateAddressResponse

Description

Information regarding updated address

Fields
Field Name Description
id - UUID! Id of the updated address
name - String Name of the created address
Example
{
  "id": "cf825f5f-7d2e-4dc3-b793-07b5bd3260d9",
  "name": "xyz789"
}

UpdateAffiliationOptions

Description

Update affiliation params

Fields
Input Field Description
affiliationId - ID! ID of the affiliation
staticTitle - AffiliationStaticTitle Static title of the affiliation (Refers to 'Role' on the frontend UI)
customTitleId - ID ID of a custom title of the affiliation if it exist. If 'staticTitle' = Other, required field. If != Other, not allowed
note - String Note of the affiliation
inactiveReason - AffiliationInactiveReason Reason why principal was inactivated. Should be filled the 'endDate' field
interestDesc - String Interest description of the affiliation. Optional text field for 'Ultimate Beneficial Owners'
startDate - Date Start date of the affiliation in format "YYYY-MM-DD"
endDate - Date End date of the affiliation in format "YYYY-MM-DD"
addresses - AffiliationAddressOption Address ids associated with the affiliation
Example
{
  "affiliationId": 4,
  "staticTitle": "REGISTERED_OFFICE",
  "customTitleId": 4,
  "note": "xyz789",
  "inactiveReason": "REMOVED",
  "interestDesc": "abc123",
  "startDate": "2007-12-03",
  "endDate": "2007-12-03",
  "addresses": AffiliationAddressOption
}

UpdateDocumentOptions

Fields
Input Field Description
contractId - ID! Unique ID of the contract
fileName - String! New file name
effectiveDate - Date Effective date of the update
notes - String Document notes
description - String Document description
Example
{
  "contractId": 4,
  "fileName": "abc123",
  "effectiveDate": "2007-12-03",
  "notes": "xyz789",
  "description": "abc123"
}

UpdateIssuanceTransactionOptions

Fields
Input Field Description
transactionId - ID! Transaction's id
status - TransactionStatus Transaction's status
transactionType - TransactionIssuanceType Transaction's type
otherConsideration - String Transaction's other consideration
useOnRegister - String
useOnRegisterFrom - String
useOnRegisterTo - String
Example
{
  "transactionId": "4",
  "status": "CONFIRMED",
  "transactionType": "ISSUANCE",
  "otherConsideration": "abc123",
  "useOnRegister": "xyz789",
  "useOnRegisterFrom": "xyz789",
  "useOnRegisterTo": "abc123"
}

UpdateIssuanceTransactionResponse

Fields
Field Name Description
id - ID! Transaction's id
Example
{"id": "4"}

UpdatePersonCommunication

Fields
Input Field Description
description - String Person's communication description
label - PersonCommunicationLabel! Person's communication label
labelOther - String Custom label if label chosen as 'Other'
ranking - UpdatePersonCommunicationRanking Person's communication ranking
value - String! Person's communication value
Example
{
  "description": "abc123",
  "label": "BUSINESS_EMAIL",
  "labelOther": "xyz789",
  "ranking": UpdatePersonCommunicationRanking,
  "value": "abc123"
}

UpdatePersonCommunicationRanking

Fields
Input Field Description
order - Int!
ranked - Boolean!
Example
{"order": 123, "ranked": true}

UpdatePersonNameOptions

Fields
Input Field Description
id - ID! Id of the person
firstName - String First name of the person
lastName - String Last name of the person
middleName - String Middle name of the person
isAdminEdit - Boolean! If set to true, a new entry won't be added to the person's prevNames array.
effectiveDate - Date Effective date of the name change
Example
{
  "id": "4",
  "firstName": "abc123",
  "lastName": "abc123",
  "middleName": "xyz789",
  "isAdminEdit": true,
  "effectiveDate": "2007-12-03"
}

UpdatePersonNameResponse

Fields
Field Name Description
id - ID! Id of the updated person
Example
{"id": 4}

UpdatePersonOptions

Description

Update person params

Fields
Input Field Description
id - ID! Person's id
communications - [UpdatePersonCommunication] Person's communications
profile - UpdatePersonProfile Person's profile
status - PersonStatus Person's status
customFields - [CustomFieldInput!] Person custom fields
Example
{
  "id": 4,
  "communications": [UpdatePersonCommunication],
  "profile": UpdatePersonProfile,
  "status": "CONFIRMED",
  "customFields": [CustomFieldInput]
}

UpdatePersonProfile

Fields
Input Field Description
aliases - [UpdatePersonProfileAlias] Person's aliases
notes - String Person's notes
dateOfBirth - Date Person's date of birth in YYYY-MM-DD format
deceasedDate - Date Person's deceased date in YYYY-MM-DD format
designation - String Person's designation
directorNumber - String Person's director number
driversLicense - String Person's drivers license
driversLicenseExpiryDate - Date Person's drivers license expiry date in YYYY-MM-DD format
gender - PersonProfileGender Person's gender
greeting - String Person's greeting
inactiveDate - Date Person's inactive date in YYYY-MM-DD format
initials - String Person's initials
occupation - String Person's occupation
passportExpiryDate - Date Person's passport expiry date in YYYY-MM-DD format
passportNumber - String Person's passport number
personStatus - PersonProfilePersonStatus Person's profile person status
residency - String Person's residency
title - PersonTitle Person's title
ssn - String Person's ssn
tags - [String] Person's tags
taxCountry - String ISO 3166 Alpha-2 code for country. Corresponds to jurisdictionCountry field.
taxRegion - String ISO 3166-2 code for subdivisions. Corresponds to homeJurisdiction.
fincenId - String Person's fincen id
Example
{
  "aliases": [UpdatePersonProfileAlias],
  "notes": "xyz789",
  "dateOfBirth": "2007-12-03",
  "deceasedDate": "2007-12-03",
  "designation": "abc123",
  "directorNumber": "abc123",
  "driversLicense": "xyz789",
  "driversLicenseExpiryDate": "2007-12-03",
  "gender": "FEMALE",
  "greeting": "abc123",
  "inactiveDate": "2007-12-03",
  "initials": "xyz789",
  "occupation": "abc123",
  "passportExpiryDate": "2007-12-03",
  "passportNumber": "abc123",
  "personStatus": "ACTIVE",
  "residency": "xyz789",
  "title": "MISTER",
  "ssn": "abc123",
  "tags": ["abc123"],
  "taxCountry": "abc123",
  "taxRegion": "abc123",
  "fincenId": "xyz789"
}

UpdatePersonProfileAlias

Fields
Input Field Description
firstName - String! Person's alias first name
lastName - String! Person's alias last name
middleName - String Person's alias middle name
Example
{
  "firstName": "xyz789",
  "lastName": "abc123",
  "middleName": "xyz789"
}

UpdatePersonResponse

Fields
Field Name Description
id - ID! Updated person's id
Example
{"id": 4}

UpdateShareclassOptions

Fields
Input Field Description
id - ID! Id of the shareclass
authAmount - Float Number of authorized shares
capitalType - CapitalStructureKind Capital type of the shareclass
certificateCode - String Unique certificate id number or assigned code
certificateLegend - String Statement on a stock certificate noting restrictions on the transfer of the stock
createdDate - Date Legal date of creation
hasSpecialRights - Boolean Indicates whether the shareclass will have special rights
name - String Name of the shareclass
optionCode - String Unique option id number or assigned code
parCurrency - String Currency of the par value
parValue - Float Minimum price shares may be issued at
redemptionCurrency - String Currency of the redemption price
redemptionNotes - String Description of the redemption
redemptionPrice - Float Price at which the shareclass is redeemable
removalDate - Date Date of removal
series - Boolean Indicates whether the shareclass is a series
seriesParentClassId - ID Id of the parent shareclass
shareTerms - [String] Specified share terms for the shareclass
specialRights - UpdateShareclassSpecialRights Special rights of the shareclass
status - ShareclassStatus Status of the shareclass
transferRestrictions - CreateShareclassTransferRestrictions Transfer restrictions of the shareclass
votesPerShare - Float Number of votes per share
votingRights - Boolean Indicates whether the shareclass has voting rights
warrantCode - String Unique warrant id number or assigned code
Example
{
  "id": "4",
  "authAmount": 987.65,
  "capitalType": "CASH",
  "certificateCode": "abc123",
  "certificateLegend": "xyz789",
  "createdDate": "2007-12-03",
  "hasSpecialRights": true,
  "name": "xyz789",
  "optionCode": "abc123",
  "parCurrency": "abc123",
  "parValue": 987.65,
  "redemptionCurrency": "xyz789",
  "redemptionNotes": "xyz789",
  "redemptionPrice": 987.65,
  "removalDate": "2007-12-03",
  "series": false,
  "seriesParentClassId": 4,
  "shareTerms": ["xyz789"],
  "specialRights": UpdateShareclassSpecialRights,
  "status": "CONFIRMED",
  "transferRestrictions": CreateShareclassTransferRestrictions,
  "votesPerShare": 123.45,
  "votingRights": true,
  "warrantCode": "xyz789"
}

UpdateShareclassResponse

Fields
Field Name Description
id - ID! Id of the updated shareclass
Example
{"id": "4"}

UpdateShareclassSpecialRights

Fields
Input Field Description
allowShareDividends - Boolean Indicates whether the shareclass has dividends in shares
convertible - Boolean Indicates whether the shareclass is convertible
lien - Boolean Indicates whether the shareclass has a lien
noDividends - Boolean Indicates whether the shareclass has no dividends
otherNote - String Notes about the shareclass
participating - Boolean Indicates whether the shareclass has participating rights
participatingUponDissolution - Boolean Indicates whether the shareclass has participating rights upon dissolution
redeemable - Boolean Indicates whether the shareclass is redeemable
restrictOnPayment - Boolean Indicates whether the shareclass has restrictions on payment
retractable - Boolean Indicates whether the shareclass is retractable
Example
{
  "allowShareDividends": true,
  "convertible": false,
  "lien": true,
  "noDividends": false,
  "otherNote": "abc123",
  "participating": true,
  "participatingUponDissolution": false,
  "redeemable": true,
  "restrictOnPayment": true,
  "retractable": false
}

UpdatedDocument

Fields
Field Name Description
contractId - ID! Id of the updated contract
modifiedDate - DateTime! Date of the attachment name update
Example
{
  "contractId": "4",
  "modifiedDate": "2007-12-03T10:15:30Z"
}

UpdatedEntityName

Fields
Field Name Description
id - String
Example
{"id": "abc123"}

Workflow

Values
Enum Value Description

ANNUAL_REPORT

ANNUAL_REPORT_EXTRAPROVINCIAL

INCORPORATION

INCORPORATION_ULC

CHANGE_OF_ADDRESS

CHANGE_OF_DIRECTOR

CHANGE_OF_NAME

INITIAL_RETURN

NOTICE_OF_CHANGE

DATA_EXTRACT

Example
"ANNUAL_REPORT"

YearScalar

Example
YearScalar

affiliationOptions

Description

Search terms that can be used to filter affiliations

Fields
Input Field Description
name - String @deprecated Use affiliationOptions.search for affiliationOptions instead. The field will be removed after June 1, 2024. Name of the affiliations
search - String Search option for affiliation fields
ids - [ID] Array of unique IDs of the affiliation
computedStatuses - [String] Array of statuses for the affiliation ['active', 'inactive']
registrationUID - String Registration uid for the affiliation
limit - Int How many affiliations should be shown. Maximum is 100. By default is 10
skip - Int Hou many affiliations should be skipped in result
sortDirection - AffiliationSortDirection Sorting direction: Ascending or Descending
sortField - AffiliationSortField What field should be sorted by
Example
{
  "name": "abc123",
  "search": "abc123",
  "ids": ["4"],
  "computedStatuses": ["xyz789"],
  "registrationUID": "xyz789",
  "limit": 987,
  "skip": 123,
  "sortDirection": "ASC",
  "sortField": "TARGET_NAME"
}

affiliationOptionsForNestedAffiliations

Description

Search terms that can be used to filter affiliations in nested queries (e.g. in Entity, Person or Registration)

Fields
Input Field Description
name - String @deprecated Use affiliationOptions.search for affiliationOptions instead. The field will be removed after June 1, 2024. Name of the affiliations
search - String Search option for affiliation fields
ids - [ID] Array of unique IDs of the affiliation
computedStatuses - [String] Array of statuses for the affiliation ['active', 'inactive']
registrationUID - String Registration uid for the affiliation
Example
{
  "name": "abc123",
  "search": "abc123",
  "ids": [4],
  "computedStatuses": ["abc123"],
  "registrationUID": "xyz789"
}

efileOptions

Fields
Input Field Description
createdDate - EFileDateRange
province - Province
workflow - Workflow
Example
{
  "createdDate": EFileDateRange,
  "province": "BC",
  "workflow": "ANNUAL_REPORT"
}

entityQueryOptions

Description

Search terms that can be used to filter queried entities

Fields
Input Field Description
name - String Name of the entity
id - String Unique ID of the entity
status - ENTITY_STATUS Status of the entity
entityType - ENTITY_TYPE Type of the entity
entitySubType - ENTITY_SUB_TYPE Subtype of the entity
customEntitySubtypeIDs - [String!] Custom entity subtype IDs of the entity
limit - Int
skip - Int
Example
{
  "name": "xyz789",
  "id": "abc123",
  "status": "PENDING",
  "entityType": "ASSOCIATION",
  "entitySubType": "ACCOUNTING_FIRM",
  "customEntitySubtypeIDs": ["xyz789"],
  "limit": 987,
  "skip": 987
}